Mark Andrew Engles

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Green Bay, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Green Bay, WI

Other Businesses

Business Ownership; Macj, LLC; ; LLC for payment of shared office expenses; 1331 North RdSuite 100Green Bay, WI 54171, ,; ; ; 1 to 9 hours per month; / RRMG, LLC; Co-owner; Real Estate; W16184 South Shore Drive, , Armstrong creek , WI, 54103; Not Investment-Related; 05/15/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Bay Area Ice Bears Booster Club; Treasurer; 1640 Fernando Drive, , DePere, WI, 54115; Not Investment-Related; 06/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-04

Designations

• Certified Financial Planner