MB
ChFC
MB
ChFC

Mark Allen Bertrang

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

1401 Main Street, Suite 101, Onalaska, WI, 54650-2837

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is the President of Financialoscopy Inc., which focuses on sales and service of fixed insurance, and a Registered Investment Advisor Representative at Interactive Financial Advisors. He also spends minimal time as an author on non-investment products.

Employment History
Current Registrations
Fortune Financial Services, INC.
September 2020 - Present · 5 yrs 5 mos
Fortune Financial Services, INC.Broker
September 2020 - Present · 5 yrs 5 mos
Interactive Financial Advisors
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Brooklight Place Securities, INC.
April 2005 - December 2015 · 10 yrs 8 mos
Mtl Equity Products, INC.
January 2003 - January 2003 · 0 mos
Brooklight Place Securities, INC.Broker
September 1995 - September 2020 · 25 yrs
Metlife Securities INC.Broker
April 1988 - September 1995 · 7 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
April 1988 - September 1995 · 7 yrs 5 mos
State Registrations4 states
IAMNSDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.