MB
Mark A. Bertrang
INTERACTIVE FINANCIAL ADVISORS
Onalaska, WI 54650
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CRD#: 1760670
MB
Professional summary
Mark Allen Bertrang, ChFC®, CLU® is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Onalaska, Wisconsin and FORTUNE FINANCIAL SERVICES, INC. located in Onalaska, Wisconsin.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)NAME OF BUSINESS: Financialoscopy Inc.; NATURE OF BUSINESS: SALES & SERVICE OF FIXED INSURANCE; LOCATION: 1401 MAIN STREET, STE 101, ONALASKA, WI 54650; TITLE: PRESIDENT; START DATE: 8/1995; APPROXIMATE NUMBER OF HOURS PER MONTH: 80; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5. 2) NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; LOCATION: 100 Batson Court, Suite 104, New Lenox IL 60451; TITLE: REGISTERED INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 01/2016; APPROXIMATE NUMBER OF HOURS PER MONTH: 80; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5. 3)NATURE OF BUSINESS: AUTHOR ON NON INVESTMENT PRODUCTS; LOCATION: 1401 MAIN STREET, STE 101, ONALASKA, WI 54650; TITLE: AUTHOR; START DATE: 2014; APPROXIMATE NUMBER OF HOURS PER MONTH: 4; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 15 MINUTES.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Allen Bertrang's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 4, 2016 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 1401 Main Street Suite 101, Onalaska, WI 54650RIA
CRD#: 125117
Onalaska, WI
Current
September 10, 2020 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 1401 Main Street Suite 101, Onalaska, WI 54650BD
CRD#: 42150
Onalaska, WI
Past
April 5, 2005 - December 31, 2015
BROOKLIGHT PLACE SECURITIES, INC.
RIA
CRD#: 15764
ONALASKA, WI
Past
January 2, 2003 - January 2, 2003
BROOKLIGHT PLACE SECURITIES, INC.
RIA
CRD#: 15764
ONALASKA, WI
Past
September 29, 1995 - September 10, 2020
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
ONALASKA, WI
Past
April 19, 1988 - September 29, 1995
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 19, 1988 - September 29, 1995
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Iowa(9/10/2020)
RR
Minnesota(9/10/2020)
RR
South Dakota(9/10/2020)
IAR
Wisconsin(1/4/2016)
RR
Wisconsin(9/10/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
