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Mark Hargis, CFP®

Mark Hargis, CFP®

President / Retirement Planning Specialist

Mark Hargis, CFP® Professional and Retirement Planning Specialist* who is the President of Woodbury Wealth Management, which uses Equitable Advisors as the Broker/Dealer. Mark is an active member of the greater St. Paul-Minneapolis community. He is active in the East Metro Area as a member of the Woodbury Chamber of Commerce and enjoys volunteering in many other areas in the community. Serving on Board of Directors for: Woodbury Area Prayer Breakfast, Woodbury Young Life, Woodbury Lion's Club, Woodbury Magazine Editorial Advisory Council, and Woodbury High School Football Booster Club.

Mark is a former college football coach who is very competitive, hard working, trustworthy and ambitious.

Mark attended Woodbury Senior High and graduated in 1997 with honors. He then attended Gustavus Adolphus College, obtained a B.S. Business Management, was a four year letter winner in football and graduated in 2001. Mark studied two years at Valparaiso University School of Law and earned a Masters of Education - Professional Development from the University of Wisconsin - Eau Claire in 2004.

  • FINRA (Securities Registrations) Series 7, Series 66
  • Life & Health Insurance License
  • Wharton Certificate At Retirement Planning
  • Equitable Institute for Investments (Harvard University)

Mark is proud to currently live in Woodbury, Minnesota with his beautiful wife, Jennifer (Jennie), daughter Emilia (11), sons J Thomas (10) and Paul (8).

California Insurance License #: 0H90729

Arkansas Insurance License #: 15873306

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Woodbury Wealth Management is not owned or operated by Equitable Advisors, LLC or its affiliates.