Mark Holmertz is a CFP-designated registered investment advisor, based in Libertyville, IL, with 27 years of industry experience.
Location
900 Technology Way, Suite 130, Libertyville, IL, 60048
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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 sells fixed insurance products including health, life, disability, LTC, and fixed annuities, dedicating minimal time to this activity. He also works as an insurance agent for PKS Financial Services, selling and servicing fixed life insurance and annuity contracts, and as an IAR for Inspirion Wealth Advisors, LLC, managing client accounts and financial planning full-time.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Inspirion Wealth Advisors, LLC
Previous Registrations
Libertyville Financial Group, LTD.
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.