Blue Barn Wealth
43yrs
Top advisor by experience in Orem
14yrs
Mark Lott
Financial advisor at Ameriprise Financial Services
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 72% of advisors in Orem
Office55 W University Parkway Suite 69, Orem, UT 84058
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
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.
Uniform Combined State Law Examination
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- 2019 – 2022EverspirePreviously
- Jun 2014 – Feb 2016Girard Securities, Inc.Previously
- Jun 2013 – Feb 2014First Command Brokerage Services, Inc.Previously
- Oct 2012 – May 2013WFG Advisors, LPPreviously
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 Ameriprise Financial Services at 612-671-3131 and ask for Mark Lott. Mark works from the Orem, UT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2012, about 14 years. More experience than 72% of advisors in Orem.
What licenses does Mark hold?
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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