LPL Financial
34yrs
Top advisor by experience in Brainerd
27yrs
Based in Brainerd, Minnesota, Mark Meyer is a fiduciary financial advisor with 27 years of industry experience. Mark has been with LPL Financial since 2022; before that, Mark spent two years at Wells Fargo Advisors and a year at A. G. Edwards & Sons. 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 19 advisors with offices in Brainerd, and one of 14 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Minnesota
Office200 S. Sixth Street, Brainerd, MN 56401
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 ?1 state
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
- 2022 – nowLPL Financial LLCCurrent firm
- 2009 – 2011
- Jan 2008 – Jun 2009Wells Fargo Clearing Services, LLCPreviously
- Dec 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Contact Mark
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Mark. 200 S. Sixth StreetBrainerd, MN 56401Office · 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 Meyer. Mark works from the Brainerd, MN office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1999, about 27 years. Top 22% 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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