Mark Allan Edlund

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

• 09/2011 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  St. Louis Park, MN

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  St. Louis Park, MN
• 2014-01-06 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  St. Louis Park, MN

Other Businesses

1. 5/2025- Strategic Financial Concepts- Non-Variable Insurance- Inv Rel- Minneapolis, MN- 10 Hrs Per Mnth/Trading- Start Date 09/01/2011 2. 5/2025- Strategic Financial Concepts- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 09/01/2011

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-25
• S63 Uniform Securities Agent State Law Examination
  1999-03-29

Designations

• Certified Financial Planner

Other Names

• Mark Allen Edlund
• Mark Allan Edlund
• Mark Alan Edlund