Mark Greene

Current Employers

Employment History

• 06/2015 → 12/2016
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2017 → 09/2018
  Michael Erpelding
  Edina, MN
• 01/2017 → 09/2018
  Northwestern Mutual Investment Services Llc
  Edina, MN
• 09/2018 → 10/2023
  Tiaa
  Bloomington, MN
• 09/2018 → 10/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Bloomington, MN
• 10/2023 → 01/2024
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 02/2024 → Present
  Visionpoint Advisory Group
  St Louis Park, MN
• 04/2024 → Present
  Pks Investments
  Albany, NY
• 01/2025 → Present
  Lion Street Financial
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Urbandale, IA

Previous Registrations

• 2024-01-09 → 2024-01-22
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1.RIA, BALEFIRE, LLC POSITION: Employee NATURE: We are a wealth management and corporate retirement plan advisor. Working with individuals and corporations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 4450 Excelsior Blvd., Suite 460, St Louis Park MN 55416, United States DESCRIPTION: I work with Corporations consulting them on their retirement plans I am an insurance agent selling fixed/non-securities products We also receive fee for our consulting work 2.THE RIVER TOWERS ASSOCIATION POSITION: Board Member NATURE: HOA for a condo complex with 512 housing units. The HOA has a property manager and the board votes to approve or disapprove recommendations made by the property manager related to operation of the property. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 15 1st St S, Minneapolis MN 55401, United States DESCRIPTION: Meet monthly for board meeting Review proposed projects and vote on them as a board Meet with fellow board members to discuss items that need a vote or decision from the board 3.BALEFIRE, LLC POSITION: Employee NATURE: Balefire is a corporate retirement plan and wealth advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 4450 Excelsior Blvd, Suite 460, St. Louis Park MN 55401, United States DESCRIPTION: I consultant clients on their retirement plans. Qualified and non-qualified. These products are funded with mutual funds, stable value funds, collective investment trust, fixed and variable life and annuity contracts. I am responsible for the sale and service of these products.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-28
• S63 Uniform Securities Agent State Law Examination
  1988-04-04

Other Names

• Mark J Greene
• Mark Joseph Greene