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portrait of Mark Ellison
FINANCIAL ADVISOR

Mark Ellison

AAMS™
2505 S W White Birch Drive, Suite I, Ankeny, IA 50023opens in a new window
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About Mark

As an Edward Jones financial advisor since 2004, I believe it's important to invest my time to understand what you're working toward and what is most important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals if needed, I can help determine the most appropriate financial strategy for you and your family. We'll partner together throughout your life to monitor your progress and help ensure you stay on track.

I strive to be a vital resource to individuals as well as businesses, and have thousands of people and advanced technology that support...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of KansasMasters
  • Simpson College of IowaBachelor of Arts

Team Members

  • Kristi Meyer
    Sr. Branch Office Administrator
    FPQP®
  • Lisa Peterson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(515) 965-2473

Fax

(888) 378-2219

Office Address

2505 S W White Birch Drive
Suite I
Ankeny, IA 50023opens in a new window

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