Mark Patrick O'neill
Investment adviser representative at Advisory Solutions Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$408.4MFirm assets
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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
Experience
12 years in the industry.
- Advisory Solutions GroupFeb 2026 to now
- Wealth Enhancement Advisory ServicesApr 2023 to now
- Wealth Enhancement Brokerage ServicesApr 2023 to now
- Wealth Enhancement GroupApr 2023 to now
- Ameriprise Financial Services, Inc.Aug 2014 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn 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
- 5622639
- Firm CRD
- 339919