Mark graduated with Honors from the University of Northern Iowa with a BA in Economics in 1991. In 1993, he graduated with High Honors from the University of Northern Iowa with a BA in Social Science Teaching. Mark earned a Masters of Science in Financial Services in 2009 from the Institute of Business & Finance.
With over 20 years of experience, Mark is available to assist you with a multitude of products and services. In addition, he’ll act as your liaison to LSB Wealth Management's team of industry professionals - saving you valuable time trying to determine who to contact when you have special needs.
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Science in Financial Services Institute of Business & Finance in La Jolla, CA
- Life Underwriter Training Council Fellow (LUTCF)
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent State Law
- Life and Health Insurance License
- Series 7 and 63 securities registrations held through LPL Financial
Mark and his wife Stephanie live in Cedar Falls. They have two daughters: Cat and Dani; and two dogs: Snickers and Ollie.
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Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through LSB Capital Management,Inc., a registered investment advisor and separate entity from LPL Financial. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value