Mark Jeremy Egermier

Current Employers

Employment History

• 01/2008 → Present
  Lpl Financial Llc
  Omaha, NE
• 07/2016 → Present
  Election Systems & Software
  New York, NY

Previous Registrations

• 2006-08-30 → 2008-01-07
  Msi Financial Services, Inc.
  Omaha, NE
  Overland Park, KS

Other Businesses

1. 01/03/2008 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - EGERMIER WEALTH MANAGEMENT GROUP - INVESTMENT RELATED - OMAHA, NE. 2. 3/5/2013: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - EGERMIER GROUP WEALTH MANAGEMENT - INVESTMENT RELATED - OMAHA, NE. 3. 8/28/2015 - Oakmark Properties, LLC - Investment Related - 980 Co Rd W Lot S1007, Fremont, NE 68025 - Business Entity For Tax/Investment Purposes Only - Co-owner - Started 07/31/2015 - 2 Hours Per Month/0 Hours During Securities Trading - This property is not for rent and has been placed in and LLC for liability purposes. 4. 11/03/2016: Election Systems & Software (ESS) - Outside/W-2 Employment - Not Investment Related - Various, 121 West 28th, New York, NY 10001-6102 - Start 07/06/2016 - 14 Hr/Mo; 6 Hour(s) During Securities Trading - Contractor. 5. 7/30/2019 - Egermier Rentals, LLC - Investment Related - Omaha, NE 68144 - Real Estate Rental - Started 11/12/2012 - 1 Hour Per Month/0 Hours During Securities Trading - Single family home rental unit. 6. 1/5/2021 - MZM Properties - Investment Related - 15606 Elm Street, Ste. 103, Omaha, NE 68130; and Arnolds Park, IA 51331 - Real Estate Rental - Start Date: 1/1/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Short term rental unit that will be managed by a property coordinator.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-21
• S63 Uniform Securities Agent State Law Examination
  2004-06-18

Designations

Other Names

• Mark Egermier
• Mark Jeremy Egermier
• Mark Jeremy Egermier, Cfp