Mark Todd Ibis

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

• 03/2002 → Present
  Ibis Financial
  Sioux Falls, SD
• 05/2011 → Present
  Ibis Farms Llp
  Sioux Falls, SD
• 05/2013 → 04/2018
  Williams Insurance
  Sioux Falls, SD
• 09/2014 → 06/2021
  Voya Financial Advisors
  Sioux Falls, SD
• 06/2021 → 03/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 03/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Lpl Financial, Llc
  Sioux Falls, SD

Previous Registrations

• 2023-06-29 → 2024-04-04
  Cetera Investment Advisers Llc
  Sioux Falls, SD
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  Sioux Falls, SD
  Maple Grove, MN
• 2006-04-19 → 2021-06-09
  Voya Financial Advisors, Inc.
  St Paul, MN
  Sioux Falls, SD
  Maple Grove, MN

Other Businesses

1- 03/2024 / Ibis Financial / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 160 hrs mth / 8 hrs during trading / Start date: 03/15/2001 2- 03/2024 / Mercury Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 03/2024 / Mercury Wealth Partners / Non-Variable Insurance / Investment Related / 10 hrs mth / Start date: 03/26/2024 4- 03/2024 / IBIS FARMS LLP / Real Estate Ownership / Not Investment Related / 2 hrs mth / Start date: 05/23/2011

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-04
• S63 Uniform Securities Agent State Law Examination
  1999-05-07