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Mark Reimer

Advisor at SPC

Updated today

Location

Sartell, MN 56377

Credentials

Series 63, Series 65

Industry experience

30 years

About

Mark Reimer is a financial advisor with SPC in Sartell, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and at Sigma Planning Corp since 2002. He serves as a board member of the Rice Area Sportsman Club in Rice, MN. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management and working with third-party investment managers in co-advisor roles.

Client services

Based on SPC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consultation services

Expertise

Based on SPC

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on SPC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning and retirement plan consulting, no minimum specified

Percentage

$0 - $500,000: 2.50% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001+: 1.25%

Commissions

Commissions earned by IARs acting as registered representatives on securities and insurance products

Project-based

Up to $300/hour for financial planning; up to $50/hour for office staff time

Subscriptions

Ongoing consulting services charged as flat fees up to $600/month or $1,800/quarter

Other

Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts Fee-only: Financial planning and consulting services charged hourly up to $300/hour; segmented plans max $750; comprehensive plans up to $10,000; ongoing consulting fees up to $600/month or $1,800/quarter

Location

50 14th Ave East, Suite 106 C

Sartell, MN 56377

Most active in

Minnesota

Work history

Parkland Securities, LLc

2014 - Present (12 years)

Sigma Planning Corp

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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