Robert W. Baird & Co.
45yrs
Top advisor by experience in Lake Jackson
28yrs
Based in Lake Jackson, Texas, Mark Meier is a fiduciary financial advisor with 28 years of industry experience. Mark has been with Ameriprise Financial Services since 2021; before that, Mark spent nine years at LPL Financial and six years at Cuna Brokerage Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Lake Jackson, and one of 33 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience in Texas
Office130 Parking Way St, Lake Jackson, TX 77566
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 2021LPL Financial LLCPreviously
- 2006 – 2012Cuna Brokerage Services, Inc.Previously
Contact Mark
130 Parking Way StLake Jackson, TX 77566Office · Get directions Firm main line(612) 671-3131Headquarters: Ameriprise Financial Services · Minneapolis, MN LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Mark Meier. Mark works from the Lake Jackson, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1998, about 28 years. Top 17% by experience in Texas.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
CWM
41yrs
Top 2% by experience at CWM
Ameriprise Financial Services
39yrs
Top 4% by experience in Texas
Osaic Wealth
33yrs
Top 10% by experience in Texas
LPL Financial
30yrs
Top 13% by experience in Texas
LPL Financial
29yrs
Top 15% by experience in Texas