Our Team

Mark Egermier, CFP

Mark Egermier, CFPView Mark Egermier, CFP's profile

Mark joined Egermier Wealth Management Group as an LPL Financial Planner in January 2008. Over the last 7+ years, he has been serving the financial planning needs of the Omaha and surrounding area families while developing strategic strategies based on current research and driven by client goals.

Prior to joining our firm, Mark worked for MetLife Financial as a Financial Services Representative beginning in 2004, and he was eventually promoted to a position in Management where he focused on training new hires and servicing his clients needs through investment planning.

With his background in the insurance industry, one area of his specialization includes risk management, including Life Insurance, Long Term Care, and Disability planning. His experience includes working with individuals, families, and businesses as large as several hundred employees.

Mark currently holds licenses in life insurance and long term care, a Series 7 General Securities Registration, and Series 65 as a LPL Investment Advisor Representative with both securities registrations held through LPL Financial. He is also a CERTIFIED FINANCIAL PLANNER Practitioner (CFP).

In addition to serving clients needs, Mark is an active member of the Nebraska Financial Education Coalition and contributor to Nebraska Money Smart Week. He enjoys spending time raising his 4-year-old son, Brooks, and participating in various community projects including the Flight for Excellence Golf Outing and fundraising for the Skutt Catholic Alumni Association.

Click here to contact Mark: mark.egermier@lpl.com