Mark Steven Flannery

Current Employers

Employment History

• 05/1981 → Present
  Financial Guidance Inc. Mark S. Flannery, Cfp
  Minnetonka, MN
• 10/1993 → Present
  Minnesota Mutual Life
  St Paul, MN
• 01/1995 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 01/2008 → Present
  Wealth Guidance, Inc.7925 Stone Creek Drive - Suite 110Chanhasse
  Chanhassen, MN
• 06/2012 → Present
  Flannery Holdings, Llc
  Chanhassen, MN
• 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
  Chanhassen, MN

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Chanhassen, MN
  Rockville, MD
• 2014-01-06 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Minnetonka, MN
  Chanhassen, MN

Other Businesses

1. 05/2025- Flannery Holdings, LLC.- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 02/27/2012- 5 Hours Per Month- 2 Hours During Trading 2. 05/2025- The Pinnacle Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/12/2023- 1 Hour Per Month- 1 Hour During Trading 3. 05/2025- Diversified Brokerage Services, Inc.-Non-Variable Insurance- INV Related- At Reported Business Location(s)- 1 Hour Per Month- 1 Hour During Trading 4. 05/21/2025 - Pacific Life Insurance Company - Inv. Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:12/09/2014 - 1 Hour Per Month- 1 Hour During Trading. 5. 01/20/2026 - Wealth Guidance, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/14/2014 - 24 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-03

Designations