Mark Albert Kinney

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2024 → 06/2025
  Osaic Wealth, Inc.
  Coon Rapids, MN
• 06/2025 → Present
  Lpl Financial Llc
  Coon Rapids, MN
• 11/1998 → 01/2024
  Fortis Investors, Inc. / Woodbury Financial
  Roseville, MN
• 05/1986 → Present
  Anoka Health & Life
  Anoka, MN

Previous Registrations

• 2024-01-19 → 2025-06-17
  Osaic Wealth, Inc.
  Coon Rapids, MN
• 2014-01-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Coon Rapids, MN
  Anoka, MN

Other Businesses

1. Start Date: 05/01/1986 - Anoka Health and Life Services - Non-Variable Insurance - Investment Related - Coon Rapids MN 55433 - 5 Hrs/Mth - 5 Hrs During Trading. - Time Spent: 3 2. Start Date: 6/10/2025 - Kinney Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Coon Rapids MN 55433 - 150 Hrs/Mth - 150 Hrs During Trading. - Time Spent: 97

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-17