Ameriprise Financial Services
32yrs
Top 9% by experience in San Dimas
40yrs
Mark Tolan
Full name on record: Mark Patrick Tolan
Financial advisor at Ameriprise Financial Services
Based in San Dimas, California, Mark Tolan is a financial advisor with 40 years of industry experience. Mark has been with Ameriprise Financial Services since 1997. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience40 years (since 1986)
How that compares ?Top advisor by experience in San Dimas
Office530 W Bonita Ave, San Dimas, CA 91773
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 1997 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Mark
Local office(909) 394-0409Ask for Mark. (612) 671-3131Main office · Minneapolis, MN 530 W Bonita AveSan Dimas, CA 91773Office · Get directions LinkedIn pageAmeriprise Financial Services
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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?
- 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 Mark’s local office at (909) 394-0409 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Mark Tolan.
How long has Mark been a financial advisor?
Mark has been in the industry since 1986, about 40 years. Top advisor by experience in San Dimas.
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?
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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