Mark John Englund

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2011 → 01/2019
  Securities America, Inc
  Rosemount, MN
• 02/2011 → 01/2019
  Securities America Advisors
  Rosemount, MN
• 01/2019 → Present
  Independent Financial Group
  Lakeville, MN

Previous Registrations

• 2014-01-31 → 2019-01-21
  Securities America Advisors, Inc.
  Rosemount, MN
  Edina, MN

Other Businesses

(1) PARAKALEO, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2019 ADDRESS: 16185 Harvard Ln., Lakeville MN 55044, United States DESCRIPTION: S-Corp for tax and investment purposes (2) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/11/2019 ADDRESS: 16185 Harvard Ln., Lakeville MN 55044, United States DESCRIPTION: INSURANCE AGENT SELLING VARIOUS TYPES OF INSURANCE PRODUCTS

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-12-21

Other Names

• Mark J Englund