Mark A. Opp is a Private Wealth Manager for StoneBridge Wealth Management LL. where he is a Managing Director in Alexandria, MN.
Mark adheres to a disciplined investment management process that develops customized Wealth Management solutions 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 toward reaching 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 over 29 years in the financial service industry, he holds a Series 7 and Series 63 registrations held through LPL Financial, and 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.