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.
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.
BrokerCheck is a free tool to help clients and prospective clients make informed decisions regarding their financial situation.
Please use the following link if you wish to conduct your own due diligence:
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.