Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
16yrs
Mark Anderson has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Minnetonka, Minnesota. After a year at U.S. Bancorp Investments, Mark joined Osaic Institutions in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 52% of advisors in Minnetonka
Office10900 Wayzata Blvd, Suite 900, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowOsaic Institutions, Inc.Current firm
- Aug 2020 – Jun 2021U.S. Bancorp Investments, Inc.Previously
Contact Mark
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Mark. 10900 Wayzata Blvd, Suite 900Minnetonka, MN 55305Office · Get directions LinkedIn pageOsaic Institutions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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About Mark
How do I contact Mark?
Call Osaic Institutions at (203) 599-6000 and ask for Mark Anderson. Mark works from the Minnetonka, MN office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2011, about 16 years. More experience than 52% of advisors in Minnetonka.
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?
Osaic Institutions 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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