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Mark Francis Reimer

Advisor at SPC — Sartell, MN

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Sartell, MN 56377

SPC logo

SPC

Enterprise

Total advisors

478

Across 263 offices

Clients per advisor

64 Typical

Avg AUM per client

$192,080 Very Low

HNW client ratio

3% Low

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

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting

Occupation focus

Based on SPC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise

Percentage

$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)

Commissions

Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees

Project-based

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

Subscriptions

Ongoing consulting services charged as recurring flat fee; capped as noted above

Other

Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000

Location

See office

Sartell, MN

50 14th Ave East, Suite 106 C

Sartell MN 56377

Advisors at this office

1

Most active in

Minnesota

Work history

30 years of industry experience

Parkland Securities, LLc

2014 - Present • 12 years

Ann Arbor, MI

Sigma Planning Corp

2002 - Present • 24 years

St. Cloud, MN

Disclosures

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

Business activities & affiliations

user avatar

Thomas M

ChFC®, Series 63

St. Cloud, MN

Lone Peak Advisers

Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.

Active portfolio management Cash flow / budgeting
user avatar

Steven L

Series 66

St. Cloud, MN

Lfa

Steven Laraway is a financial advisor with Lfa, holding a Series 66 designation and over 25 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2000 and Laraway Insurance Services, Inc. since 2005. Outside of his advisory work, Laraway serves on several nonprofit boards, including the Boy Scout Central Minnesota Council and CentraCare Health System. Laraway Financial Advisors (LFA) is an SEC-registered firm managing approximately $309 million for about 473 clients through a team of seven advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified allocations across mutual funds, ETFs, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

James S

Series 63

St. Cloud, MN

Lfa

James Schmitz is a financial advisor with Lfa in St. Cloud, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Laraway Financial Advisors since 2012 and serves as vice president and COO. Outside of his advisory role, Schmitz is an independent insurance agent and a member of a real estate holding company. Laraway Financial Advisors is an SEC-registered firm managing approximately $309 million for around 473 clients through a seven-advisor team. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Jason H

CFP®, Series 63, Series 65

St. Cloud, MN

AIS Planning

Jason Hallonquist is a CFP® professional with 24 years of experience in the financial services industry. He has been with Accredited Investor Services, LLC, dba AIS Planning, since 2008 and serves as an advisor and 10% owner. Outside of his advisory role, Hallonquist participates in several community organizations, including serving on the board of Anne Marie's Alliance, a shelter and support system for battered women, and co-chairing an expense committee at Westwood Community Church. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs academic-based asset allocation methods and utilizes model strategies and sub-advisers while offering fiduciary and ERISA-related services.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired Executive
user avatar

Jessica G

Series 66

St. Cloud, MN

Midwest Financial Partners

Jessica Gauerke is a financial advisor at Midwest Financial Partners in St. Cloud, MN. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Jefferson Wells, Alps Fund Services, USAdvisors Wealth Management, Securities America, and Cetera Advisor Networks. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors, offering individualized investment plans and utilizing institutional custodial platforms and supporting technology for account administration.

Wealth management
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Teresa B

Series 65

St. Cloud, MN

AIS Planning

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired Executive
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