Mark
Robinson

Ria Advisory Group, LLC

CRD#5520736
Investment Advisor
in Buffalo, MN

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About this Advisor

Mark Robinson is a financial advisor based in Buffalo, Minnesota, working with Ria Advisory Group, LLC. Mark has previously held positions at Jim Poe & Associates, Inc, Senior Retirement Planners Dba Dfw Retirement Planners, Pruco Securities, LLC, The Prudential Insurance Company Of America, Mml Investors Services, LLC, Massmutual Life Insurance Co, and Ria Advisory Group, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Mark is part of Ria Advisory Group, LLC, which operates out of Buffalo, Minnesota. The firm has 12 offices and 21 employees. The firm manages assets totaling $398.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Ria Advisory Group, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1014 Hwy 55 E
Buffalo, MN 55313

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Ria Advisory Group, LLC Brokerage Details

Total Assets Under Management

$398,868,182

MN Average: $9,259,360,772
Total Number of Employees

21

MN Average: 166
Total Number of Accounts

2,799

MN Average: 7,189
Average Account Size

$142,504

MN Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Mark Robinson Work History

2020 - Present (5 years)

Ria Advisory Group, LLC

2019 - 2020 (1 year)

Mml Investors Services, LLC

2019 - 2020 (1 year)

Massmutual Life Insurance Co

2017 - 2017 (< 1 year)

Jim Poe & Associates, Inc

2017 - 2019 (2 years)

Pruco Securities, LLC

2017 - 2019 (2 years)

The Prudential Insurance Company Of America

2016 - 2017 (1 year)

Senior Retirement Planners Dba Dfw Retirement Planners

2008 - 2016 (8 years)

Mml Investors Services, LLC

2008 - 2016 (8 years)

Massmutual Life Insurance Co

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Disclosures

Please visit the SEC profile of Mark Robinson 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 Ria Advisory Group, LLC

Patrick Mccabe
Des Moines, IA
Houstyn Heinz
Des Moines, IA
Andrew Susanin
Des Moines, IA
Tyler Bookin-Nosbisch
Des Moines, IA
Nathan Fichter
Elk Horn, NE
Todd Adams
Des Moines, IA
Laurie Ketterling
Des Moines, IA
Christopher Hanson
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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