MB
Mark D. Bagdon
RUSSELL INVESTMENTS
Western Springs, IL
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CRD#: 5928938
MB
Professional summary
Mark Douglas Bagdon, CIMA®, who also goes by Mark Bagdon, is a registered financial advisor currently at RUSSELL INVESTMENTS located in Western Springs, Illinois and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Seattle, Washington.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Bagdon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Genter Capital Management; Investment Related; Western Springs, IL; Investment Management; Senior Vice President, Director of National Accounts; Promoting Registered Funds to Financial Intermediaries, or other qualified investors; 02/2024; 250 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Mark Douglas Bagdon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 13, 2025 - Present
RUSSELL INVESTMENTS
RIA
CRD#: 105734
Western Springs, IL
Current
June 4, 2025 - Present
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
Office #1: 401 Union St 18th Floor, Seattle, WA, 98101BD
CRD#: 21771
SEATTLE, WA
Past
February 4, 2025 - June 17, 2025
GENTER CAPITAL MANAGEMENT
RIA
CRD#: 108618
LOS ANGELES, CA
Past
April 26, 2024 - June 3, 2025
IMST DISTRIBUTORS, LLC
BD
CRD#: 130745
PORTLAND, ME
Past
October 19, 2011 - February 9, 2023
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
Downers Grove, IL
Past
August 31, 2011 - February 9, 2023
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
DOWNERS GROVE, IL
Past
June 20, 2011 - August 23, 2011
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
DOWNERS GROVE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RUSSELL INVESTMENTS
FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP
CRD#: 105734 / SEC#: 801-17141
RIA
Registered Investment Advisory firm - (5/21/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/13/2025)
IAR
Alabama(6/13/2025)
RR
Alaska(6/13/2025)
IAR
Alaska(6/24/2025)
RR
Arizona(6/13/2025)
IAR
Arizona(7/3/2025)
RR
Arkansas(6/13/2025)
IAR
Arkansas(6/23/2025)
RR
California(6/13/2025)
IAR
California(6/13/2025)
RR
Colorado(6/13/2025)
IAR
Colorado(6/18/2025)
RR
Connecticut(6/13/2025)
IAR
Connecticut(6/16/2025)
RR
Delaware(6/13/2025)
IAR
Delaware(6/18/2025)
RR
Florida(6/13/2025)
IAR
Florida(8/11/2025)
RR
Georgia(6/13/2025)
IAR
Georgia(6/16/2025)
RR
Hawaii(6/13/2025)
IAR
Hawaii(8/22/2025)
RR
Idaho(6/13/2025)
IAR
Idaho(6/13/2025)
RR
Illinois(6/13/2025)
IAR
Illinois(6/17/2025)
RR
Indiana(6/13/2025)
IAR
Indiana(6/13/2025)
RR
Iowa(6/13/2025)
IAR
Iowa(6/18/2025)
RR
Kansas(6/13/2025)
IAR
Kansas(6/18/2025)
RR
Kentucky(6/13/2025)
IAR
Kentucky(6/18/2025)
RR
Louisiana(6/13/2025)
IAR
Louisiana(6/17/2025)
RR
Maine(6/13/2025)
IAR
Maine(6/20/2025)
RR
Maryland(6/13/2025)
IAR
Maryland(6/13/2025)
RR
Massachusetts(6/13/2025)
IAR
Massachusetts(9/9/2025)
RR
Michigan(6/13/2025)
IAR
Michigan(6/18/2025)
RR
Minnesota(6/13/2025)
IAR
Minnesota(6/18/2025)
RR
Mississippi(6/13/2025)
IAR
Mississippi(6/20/2025)
RR
Missouri(6/13/2025)
IAR
Missouri(6/13/2025)
RR
Montana(6/13/2025)
IAR
Montana(7/8/2025)
RR
Nebraska(6/13/2025)
IAR
Nebraska(6/16/2025)
RR
Nevada(6/13/2025)
IAR
Nevada(6/17/2025)
RR
New Hampshire(6/13/2025)
IAR
New Hampshire(6/18/2025)
RR
New Jersey(6/13/2025)
IAR
New Jersey(6/13/2025)
RR
New Mexico(6/13/2025)
IAR
New Mexico(6/18/2025)
RR
New York(6/4/2025)
IAR
New York(7/2/2025)
RR
North Carolina(6/13/2025)
IAR
North Carolina(6/18/2025)
RR
North Dakota(6/13/2025)
IAR
North Dakota(6/20/2025)
RR
Ohio(6/16/2025)
IAR
Ohio(6/17/2025)
RR
Oklahoma(6/13/2025)
IAR
Oklahoma(6/18/2025)
RR
Oregon(6/13/2025)
RR
Pennsylvania(6/13/2025)
IAR
Pennsylvania(6/16/2025)
RR
Rhode Island(6/13/2025)
IAR
Rhode Island(6/18/2025)
RR
South Carolina(6/13/2025)
IAR
South Carolina(6/18/2025)
RR
South Dakota(6/13/2025)
IAR
South Dakota(6/20/2025)
RR
Tennessee(7/8/2025)
RR
Texas(6/13/2025)
IAR
Texas(6/14/2025)
RR
Utah(6/13/2025)
IAR
Utah(6/13/2025)
RR
Vermont(6/13/2025)
IAR
Vermont(6/13/2025)
RR
Virginia(6/13/2025)
IAR
Virginia(6/18/2025)
RR
Washington(6/4/2025)
IAR
Washington(6/18/2025)
RR
West Virginia(6/13/2025)
IAR
West Virginia(6/19/2025)
RR
Wisconsin(6/13/2025)
IAR
Wisconsin(6/19/2025)
RR
Wyoming(6/13/2025)
IAR
Wyoming(6/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RI
RUSSELL INVESTMENTS
FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP
CRD#: 105734 / SEC#: 801-17141
RIA
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Contact information
Main Address
1301 Second Avenue 18th Floor, Seattle, WA 98101
Mailing Address
Phone number
(206) 505-7877
Established
Firm type
Fiscal year end
# of Employees
589
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 69,312 |
| AUM (Assets Under Management) | $ 62,376,876,918 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
