Mark Hargis, CFP®

Mark hargis, cfp®

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location of Mark Hargis, CFP®Greater Minneapolis-St. Paul Area
Followers of Mark Hargis, CFP®3000 followers
  • Timeline

  • About me

    Jesus Follower/Husband/Father, President/Retirement Planning Specialist* @ Woodbury Wealth Management/Equitable Advisors

  • Education

    • Valparaiso university school of law

      2001 - 2003
      Estate and tax law

      2002 Summer Law Program at Cambridge University

    • Woodbury senior high school

      1993 - 1997
      High school diploma
    • University of wisconsin-eau claire

      2003 - 2004
      M.ed. p.d. communication, motivation, and leadership. nfl

      Activities and Societies: Graduate Assistant Football Coach

    • Harvard university

      2016 - 2016
      Investments investments and securities
    • Columbia university

      2022 - 2022
      Credential holistic financial coach holistic financial coaching
    • University of pennsylvania - the wharton school

      2015 - 2015
      Retirement planning specialist certification investments and securities

      Continuing Education 2018

    • University of st. thomas

      2013 - 2014
      Executive certificate in financial planning finance and financial management services

      General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Asset Protection Planning Retirement Planning Estate Planning Financial planning and consulting

    • Gustavus adolphus college

      1997 - 2001
      B.a. business management

      Activities and Societies: Football

  • Experience

    • Elancourt templiers

      Jan 2005 - Jun 2005
      Associate head coach / offensive coordinator

      Responsible for installing offense, game plans and play calling; assisted with defensive game plans and coached defensive backfield. Served as an American Ambassador of football in France.Accomplishments  Effectively used multiple communication styles to overcome language barrier Successfully coached team to EFAF Cup Final becoming first team to reach final in that team’s first year of EFAF Cup Competition

    • Guilford college

      Jan 2005 - Jan 2010
      Assistant head football coach

      Responsible for Offense, Quarterbacks, Running Backs, purchasing equipment, recruiting, and the strength and conditioning program.Accomplishments Five Year Offensive Average of 32 points, 450 total yards and 350 passing yards per game 50 game streak calling plays without being shutout Broke over 50 Offensive Records (Guilford, ODAC, and NCAA) Coached All-Time Leading Passer in Division 3, Josh Vogelbach and four All-American Wide Receivers Recruited 2009 ODAC Rookie of Year (Daniel Biggerstaff) and recruited 2007 D3Football.com South Region Freshman of Year (Adam Irving) Successfully negotiated with manufacturers that allowed students to purchase apparel at discount prices Effectively advised other coaches regarding recruiting practices resulting in a 400% increase Show less

    • Woodbury wealth management / equitable advisors

      May 2010 - now
      President / retirement planning specialist*

      Licenses Obtained: *Series 7 *Series 66 *Life, Accident, and Health InsuranceWe specialize in Financial Planning, Estate Planning, Tax Efficient Investment Strategies, and Inheritance Planning. We aim to provide a client experience where we take a proactive communication approach, built on honesty and trust to provide our clients a peace of mind that they know their individual goals and objectives are being addressed so that they can have restful nights of sleep not worrying about a variety of financial issues.We serve others while keeping our priorities in line, our priorities are: 1. Faith, 2. Family, 3. Friends, 4. Finances, 5. Fitness, 6. Fun. We also serve our clients by utilizing our educational knowledge and our personal experiences to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.At Woodbury Wealth Management, we build lifelong relationships with clients based on TRUST, HONESTY, & LOYALTY. Our client’s best interests are what is important to us. And we treat our clients how we want to be treated.Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V Woodbury Wealth Management is not owned or operated by Equitable Advisors or Equitable Network.AR Insurance License #15873306CA Insurance License #0H90729 Show less

  • Licenses & Certifications

    • Certified financial planner tm

  • Honors & Awards

    • Awarded to Mark Hargis, CFP®
      Retirement Planning Specialist AXA Equitable, LLC and AXA Advisors, LLC Aug 2015 Mark W. Hargis, CFP® Professional has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors'​ Retirement Planning Specialist title for completing the AXA Equitable At Retirement(R) education program. Only a select group of AXA Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of AXA Equitable's overall commitment to providing clients with the… Show more Mark W. Hargis, CFP® Professional has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors'​ Retirement Planning Specialist title for completing the AXA Equitable At Retirement(R) education program. Only a select group of AXA Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of AXA Equitable's overall commitment to providing clients with the most comprehensive and up-to-date information on a broad range of financial topics related to retirement. AXA Equitable Life Insurance Company (NY,NY) and AXA Advisors are affiliated companies. GE-94616(06/14)(exp.06/16) Show less
    • Awarded to Mark Hargis, CFP®
      Best Financial Advisor 2015 Woodbury Magazine Apr 2015 http://woodburymag.com/building-woodbury-your-best-2015-winners
    • Awarded to Mark Hargis, CFP®
      CERTIFIED FINANCIAL PLANNER TM CFP Board of Standards Sep 2014 The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to… Show more The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net. Show less