Mark Bertrang is a ChFC-designated registered investment advisor, based in Onalaska, WI, with 37 years of industry experience.
Location
1401 Main Street, Onalaska, WI, 54650-2837
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Regulatory History
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.
Learn about disclosures →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.
Fortune Financial Services, INC.Broker
Interactive Financial Advisors
Previous Registrations
Brooklight Place Securities, INC.
Mtl Equity Products, INC.
Brooklight Place Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.