Mark
Fitch

Cetera Advisors LLC

CRD#5958258
Investment Advisor
in Saint Cloud, MN

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About this Advisor

Mark Fitch is a financial advisor working out of Saint Cloud, Minnesota, with a total of 1 year of industry experience. Fitch is on the advisory team at Cetera Advisors LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, Great Valley Advisor Group, Inc, Cetera Advisors LLC, First Allied Securities Inc, Bank Of The West and Bancwest Investment Services. Fitch has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota and Texas. Cetera Advisors LLC is a business that has its headquarters in Englewood, CO. The company has offices in 692 locations and a total of 1,047 advisors. It administers $21 billion in assets under management across its 90,646 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 294 charitable organizations. Of its 90,646 client accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets. Cetera Advisors LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely depend on which services the firm provides the client. Fee types billed by Cetera Advisors LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

400 1St St S Ste 300
Saint Cloud, MN 56301

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

MN Average: $2,349,664,866
Total Number of Employees

1,047

MN Average: 28
Total Number of Accounts

90,646

MN Average: 1,101
Average Account Size

$234,185

MN Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mark Fitch Work History

Mark has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cetera Advisors LLC

2022 - 2022 (< 1 year)

First Allied Securities Inc

2020 - 2022 (2 years)

Lpl Financial LLC

2020 - 2022 (2 years)

Great Valley Advisor Group, Inc

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Bank Of The West

2013 - 2016 (3 years)

Bancwest Investment Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Fitch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Sise
Salisbury, MD
Seth Petsch
Warrensburg, MO
Andrea Houseworth
Warrensburg, MO
Ashley Mcneely
Englewood, CO
Jeffrey Smith
Ocala, FL
Hristo Stefanov
El Segundo, CA
Catherine Paige
Dover, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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