Mark Ian Magnuson
Advisor at Strategic Wealth Group — Eden Prairie, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
43 years
Location
Eden Prairie, MN 55347
Strategic Wealth Group
Team
Total advisors
23Clients per advisor
153 Very HighAvg AUM per client
$429,625 Very LowHNW client ratio
33% TypicalMark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.
Based on Strategic Wealth Group
Based on Strategic Wealth Group
Full Financial Plan fees $2,500 to $25,000; Ongoing Financial Planning up to $25,000 annually
$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 1.0%
Investment Advisor Representatives may receive external commissions as registered representatives of LPL Financial LLC; less than 15% of total revenue from commissions
$500 per hour for Hourly Consultation Services
Fee-only: Full Financial Plan fixed fee $2,500 to $25,000; Hourly Consultation $500/hour; Ongoing Financial Planning flat fee up to $25,000/year
Eden Prairie, MN
7820 Terrey Pine Ct, #200
Eden Prairie MN 55347
Advisors at this office
23
Minnesota
43 years of industry experience
Strategic Wealth Group Registered Investment Advisors, LLC
2025 - Present • 1 year
Eden Prairie, MN
The Prideaux Group
2024 - 2025 • 1 year
Edina, MN
VPWM Advisors, LLC
2014 - Present • 12 years
Eden Prairie, MN
LPL Financial LLC
2013 - Present • 13 years
Eden Prairie, MN
Jonathan Hind Financial Group
1996 - 2019 • 23 years
Edina, MN
LPL Financial LLC
1991 - Present • 35 years
Eden Prairie, MN
Fringe Benefits Design
1991 - 2022 • 31 years
Eden Prairie, MN
Mark Magnuson, Sole Proprietor
1983 - Present • 43 years
Eden Prairie, MN
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Lawyer
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Real estate agent
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