Mark
Bertrang
Interactive Financial Advisors
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About this Advisor
Mark Bertrang is a chartered financial consultant based in Onalaska, Wisconsin with a total of 7 years of industry experience. Bertrang is an employee of Interactive Financial Advisors. Over the course of their career, they have held roles at Brooklight Place Securities, Inc, Interactive Financial Advisors and Fortune Financial Services. Bertrang has Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Wisconsin. Interactive Financial Advisors is an advisory firm that has its headquarters in New Lenox, IL. The investment advisory business has offices in 23 locations and a total of 37 employees. It manages $278 million in total assets between its 3,090 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 3,090 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. Interactive Financial Advisors provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types billed by Interactive Financial Advisors most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$278,271,719
37
3,090
$90,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Bertrang Work History
Mark has been registered as a financial advisor for 7 years.*
Fortune Financial Services
Interactive Financial Advisors
Brooklight Place Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Bertrang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Interactive Financial Advisors
Chicago, IL
New Lenox, IL
Heathsville, VA
Pahrump, NV
Onalaska, WI
El Reno, OK
Warrenton, VA
Fairfax, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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