Mark A. Opp, PPC®
Managing Director, Private Wealth Manager
Mark A. Opp is a Private Wealth Manager and Managing Director for StoneBridge Wealth Management LLC. in Alexandria, MN.
Mark adheres to a disciplined investment management process that develops customized Wealth Management strategies for his clients. Before any financial decisions are made, he considerers your whole life. He takes time to understand what matters most to you and your family. With this knowledge about what matters most to you, Mark works closely with his clients to ensure their long term strategies are tailored to address their risk tolerance, investment timelines, and most important life goals. He conducts regular reviews with you to help you monitor your progress in pursuit of your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Mark offers clients a comprehensive range of services including: portfolio construction and management; retirement and retirement income planning; business retirement plans; life insurance; annuities; long term care; cash management.
Mark has been a Financial Advisor in the Alexandria Area since 1994. Prior to forming Stonebridge Wealth Management, LLC., Mark worked at Piper Jaffray and Merrill Lynch. With 32 years in the financial service industry, he holds his Series 7 and Series 63 registrations through LPL Financial and his Series 65 through Private Advisor Group. He is also licensed by the Minnesota Department of Insurance for life and variable products.
Mark and his wife Amy live in Alexandria, MN with their three children.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.