Commonwealth Financial Network
46yrs
Top advisor by experience in Bloomington
28yrs
Mark Foreman is a fiduciary financial advisor in Bloomington, Minnesota, with 28 years in the industry. Mark joined LPL Financial in 2026, after 12 years at The Capital Advisory Group Advisory Services and eight years at Investors Capital. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 568 advisors with offices in Bloomington, and one of 486 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience in Minnesota
Office5270 W 84th St Suite 310, Bloomington, MN 55437
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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
- Jan 2026 – nowLPL Financial LLCCurrent firm
- 2014 – 2026The Capital Advisory Group Advisory Services, LLCPreviously
- 2008 – 2016Investors Capital Corp.Previously
Contact Mark
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Mark. 5270 W 84th St Suite 310Bloomington, MN 55437Office · Get directions Facebook pageLPL Financial
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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?
- 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
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About Mark
How do I contact Mark?
Call LPL Financial at (704) 733-3300 and ask for Mark Foreman. Mark works from the Bloomington, MN office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1998, about 28 years. Top 19% by experience in Minnesota.
What licenses does Mark hold?
Series 63, Series 65. 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?
LPL Financial 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.
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