Mark Alan Foreman
Investment adviser representative at LPL Financial LLC
36 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- LPL Financial LLCJan 2026 to now
- The Capital Advisory Group LLCApr 2010 to now
- Bloomington Professional BuildingJan 2008 to now
- Machtig & Associates Insurance Services LLCJan 2008 to now
- Foreman Financial ServicesJan 1994 to now
- Foreman and AirhartJan 1990 to now
- First Minnesota Bank Board of DirectorsSep 2017 to Aug 2019
- United Planners Financial ServicesJun 2016 to Jan 2026
- The Capital Advisory Group Advisory Services, LLCApr 2011 to Jan 2026
- P&m PartnershipMay 2008 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3076573
- Firm CRD
- 6413