Profile for Mark Bertrang

1401 main street suite 101
onalaska, wi 54650
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Broker Dealer Information

A Registered Representative with securities offered through:
Fortune Financial Services
3582 Brodhead Road
Suite 202
Monaca, PA 15061

Investment Advisory Services offered through Interactive Financial Advisors.
Fortune Financial Services and Interactive Financial Advisors are not affiliated.

Professional Experience:

The Creator of the Financialoscopy

Beyond the decades of skills as 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, than the allocation of their investment portfolio or an asset and liability statement. It isn't about market-timing. Seldom will you find yourself at the right place, at the right time. It isn't about having the fastest computer, because a new faster computer will be for sale tomorrow. It isn't about finding a hot stock no one else has heard about - Mark Says, they've already heard about it. It isn't about a stack of charts and graphs. Those only show what you should have done in the past.

Personal Information:

Mark Bertrang believes that we all have gifts that are meant to be shared. Unfortunately, many people leave their gifts unopened and unused. You may run into Mark during the Christmas season ringing a Salvation Army kettle bell while singing holiday songs outside a local grocery store. In the past, you may have found Mark giving of his time on Wednesday nights during the school year, serving as an adult leader to a church youth group. Mark has traveled around the country helping to lead youth in scraping and painting houses or helping with programs serving disadvantaged communities.

Mark has completed a year-long course as a Stephen Minister, trained to provide distinctive one-to-one Christian care to people going through tough times. Mark has served as a past church lay leader, as well.

A special concern of Mark's is the misunderstanding of Mental Illness and how it silently affects the lives of families. He has participated in the National Association of Mental Illness 'family-to-family' education program and has incorporated its message into his practice when dealing with families who have children with special needs.

Mark and his wife Betty have been married for thirty-five 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.

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Securities offered by Fortune Financial Services, Inc., member FINRA/SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities.


Meet the team

Nate Becker

Professional Experience:

As our Research & Client Care Specialist, Nate brings over twelve years of experience to our office, through his diverse financial career. Before joining our team, Nathan served as a senior client service manager for the nationally known third-party administrator – The Newport Group. During his five years there, he managed large retirement plan relationships, interpreting detailed plan documents and supervising the implementation of Internal Revenue Service and Department of Labor regulations while ensuring that company deadlines were met. Nate originally began his experience in the financial services industry as a bank assistant branch manager; then moving forward to a personal banker/securities-licensed banking position, where his built strong relationships with high value clients. Between banking and his most recent position, Nate held a three-year position with Kaplan Financial Education as an account manager. After many years of working in the large corporate environment, Nathan is joining us to assist individuals and families on a one-on-one basis by supporting our firm’s values of building enduring relationships.

Personal Information:

Nate and his wife, Artina have been married for sixteen years. They have four wonderful children. When Nate isn't running to a sporting event for his children, he enjoys spending time in the outdoors or just relaxing with the family with a cup of coffee in hand. Nate is also very active in his church community. We also understand that he loves playing an aggressive game of dodgeball at the YMCA.

Jennifer Heintz

Professional Experience:

Coming from a diverse background, including the healthcare industry and insurance, our Office Manager is the newest member of the Financialoscopy Team. Jenn served as an Operations Leader to a local behavioral health clinic for several years before looking to slow down and focus on family. She accumulated experience in customer service, insurance benefits, contracting, and business operations in her various positions.

Personal Information:

Jenn and her husband, Lucas have been married for three years . They have two young children that keep them quite busy with school, church, and sporting events. She enjoys reading, spending time with family, house projects, and good outdoor fun. Jenn loves taking 'foodie' trips and experiencing new places. Lucas and Jenn are also the "Sunday drive" type that like to see what their neighbors are up to in their yards.