Mark Patrick O'NEill

Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

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

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

Current Employers

Employment History

• 08/2014 → 04/2023
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 04/2023 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 04/2023 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 04/2023 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 02/2026 → Present
  Advisory Solutions Group
  Plymouth, MN

Previous Registrations

• 2014-08-27 → 2023-04-24
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN
• 2013-09-27 → 2014-07-15
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - REGISTERED AMIN - PLYMOUTH, MN. 160 HOURS PER MONTH, 140 HOURS DURING TRADING HOURS. ADVISORY SOLUTIONS GROUP - REGISTERED ADMIN - PLYMOUTH, MN. 160 HOURS PER MONTH, 140 HOURS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-31
• S63 Uniform Securities Agent State Law Examination
  2008-12-30

Designations

• Certified Financial Planner

Other Names

• Mark Patrick Oneill
• Mark Patrick O'NEill
• Mark Patrick Oniel Jr
• Mark Patrick O'NEill
• Mark Patrick Oneill
• Mark Patrick O'NEill