ChooseAFinancialAdvisor.com
Advisors / Minnesota / Minnetonka
23yrs

Mark Sanda

Financial advisor at Principal Securities

Minnetonka, MN 55305CFP®
Call the officeDirections

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors in Minnetonka
Office11100 Wayzata Blvd Suite 405, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state

Services through Principal Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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.

Uniform Securities Agent State Law Examination

Career

  1. 2014 – now
    Principal Securities, Inc.Current firm

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Principal Securities at 888-774-6267 and ask for Mark Sanda. Mark works from the Minnetonka, MN office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2003, about 23 years. More experience than 69% of advisors in Minnetonka.

What licenses does Mark hold?

Series 63. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Mark paid?

Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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