Financial Advisor Mark Cannon in Dallas, TX | Luminate
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Mark Cannon, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Mark Cannon

CFP®, CRPC

Private Wealth Advisor

Luminate
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Business Administration, University of Oklahoma, 1998

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Five Star Wealth Manager, 2012- 2022
  • D Magazine Best Financial Planner, 2012-2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Chair of Board of Directors, Broadway Dallas
  • Former Board Member, OU Club of Dallas
  • Financial Planning Association of Dallas/Ft. Worth
  • Dallas Sigma Chi Alumni Association
  • Member, Genesis Women's Shelter HeROs Mens Auxiliary Group
  • Member, Dallas Friday Group
  • Eagle Scout

Interests

My wife Elizabeth and I are very active in the Lakewood neighborhood of Dallas. We enjoy spending time with our three children, Draper, Braden and Blake. When we're not busy with our family's crazy schedule, we can be found most weekends at White Rock Lake.

In my spare time, I enjoy playing golf and attempting to run regularly. My wife and I also enjoy attending arts events.

As an avid University of Oklahoma football fan, I am usually in front of a TV or in the stands every Saturday in the fall yelling loudly. Boomer Sooner!

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.