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Mark John Meyer

LPl Financial LLC

Brainerd, MN

CRD 3244418

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-01-13
  • MN RA
    APPROVED
    Since 2022-01-13

Branch Locations

200 S. Sixth Street, Brainerd, MN 56401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tenx Capital, Llc Aitkin MN 06/2011 Present
Cambridge Investment Research Inc. Fairfield IA 09/2013 11/2017
Cyber Insurance Company Of America Seattle WA 02/2016 03/2018
Mjm Financial, Llc Aitkin MN 06/2009 03/2017
Lpl Financial Brainerd MN 09/2021 Present
  • 06/2011 → Present
    Tenx Capital, Llc
    Aitkin, MN
  • 09/2013 → 11/2017
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 02/2016 → 03/2018
    Cyber Insurance Company Of America
    Seattle, WA
  • 06/2009 → 03/2017
    Mjm Financial, Llc
    Aitkin, MN
  • 09/2021 → Present
    Lpl Financial
    Brainerd, MN
Previous Registrations
Other Businesses

1) 6/2011 - Business Entity For Tax/Investment Purposes Only - 10X Capital, LLC - Investment Related - Aitkin, MN 2) 2019 - Business Entity For Tax/Investment Purposes Only - Kvered - Investment Related - Ironton, MN 3. 05/19/2025 - Mid Mn Federal Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:08/23/2021 - 20 Hrs/Mth - 20 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-03
S63 Uniform Securities Agent State Law Examination 1999-08-11
  • S65 Uniform Investment Adviser Law Examination
    2006-05-03
  • S63 Uniform Securities Agent State Law Examination
    1999-08-11

View on SEC IAPD

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