Bertrang Financial Corp

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Beyond the skills of a financial advisor, Mark Bertrang is a professional communicator. He listens...and then he speaks. Understanding a client takes more than just a spreadsheet of numbers. Gauging a person's values, their passions and fears is often as important, if not more important, then the allocation of their investment portfolio or an asset and liability statement. As the creator of the Financialoscopy ® and The Personal Financial Advantage ®, Mark possesses an ability to simplify complicated concepts to help clients understand the various ways to move toward their financial objectives. Mark received his ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) professional designations through The American College , Bryn Mawr, Pennsylvania. As a member of the Society of Financial Service Professionals since 1992, Mark also acts as the secretary/treasurer of the La Crosse, Wisconsin chapter. In addition, Mark has served as a past president of the Mutual Trust General Agent's Association, in Oak Brook, Illinois. As a broker, Mark has passed the General Securities Principal Examination (Series 24), the General Securities Representative Examination (Series 7), as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6), in addition to the State Securities Law Examinations (Series 63 and Series 66). Clients are sometimes surprised to learn that Mark holds a property/casualty insurance license, in addition to a health and life insurance license even though he doesn't offer automobile, homeowners or medical health insurance through his office. He believes it's important to be licensed and up-to-date on continuing education requirements, so he can provide answers to his client's many diverse financial questions. For those areas outside his expertise, Mark has nurtured a circle of qualified experts to assist him in the implementation of his clients' financial plans. This group of advisors includes attorneys, trust officers, CPAs, mortgage brokers, realtors and bankers. As an entrepreneur, Mark participated quarterly for seven years in the exclusive Strategic Coach Program ® in Chicago, Illinois. Mark and his wife Betty have been married for thirty years and have lived in the same home since 1991. They have two grown children. In his free time, Mark enjoys escaping to northern Wisconsin and spending time relaxing along the Flambeau River. For Mark's thoughts about 'Time, Talents and Gifts', click here . To discover how Mark's family values were nurtured, click here .

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