Mark Joseph Ogren
Advisor at Merrill — Bloomington, MN Norman Center Dr
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
Series 63, Series 65
Experience Industry experience
40 years
Location
Bloomington, MN 55437
Merrill
Institution
Mark Ogren is a Senior Financial Advisor with Merrill Lynch Wealth Management. He offers comprehensive wealth management services that begin with understanding each client's unique financial situation and priorities, then developing customized strategies that adapt to changing needs and market conditions. Mark provides access to investment insights from Merrill and banking services through Bank of America to support various aspects of clients’ financial lives.
His areas of expertise include college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as individual and corporate investment strategies. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Minnesota Duluth.
Outside of his professional work, Mark is actively involved in community activities such as church and school functions, youth sports coaching, and high school football coaching. His personal interests include biking, boating, football, golfing, hunting, skiing, spending time with his family, traveling, and yoga.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Bloomington, MN Norman Center Dr
8300 Norman Center Dr
Bloomington MN 55437
Advisors at this office
25
Colorado · Minnesota · Texas
40 years of industry experience
BANK of AMERICA, N.A.
2011 - Present • 15 years
Bloomington, MN
Merrill
1985 - Present • 41 years
Bloomington, MN
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