Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gilbertson is a financial advisor with Packerland Brokerage Services, Inc. Mark has over 30 years of experience in the financial services industry. Mark's previous experience includes roles at SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION, MUTUAL SERVICE CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and PIPER JAFFRAY INC. Mark has a wide range of experience, including providing financial planning, pension consulting, and educational seminars. Mark holds the Series 7, Series 24, and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
10/04/2022 - Present
Packerland Brokerage Services, Inc. (EAU CLAIRE WI)
WI
10/31/2005 - 10/06/2022
SAGEPOINT FINANCIAL, INC. (EAU CLAIRE WI)
AZ
06/29/2001 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MA
11/04/1999 - 06/29/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
12/23/1992 - 11/04/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/23/1992 - 11/04/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
05/23/1989 - 01/05/1993
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 06/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Gilbertson is the right advisor for you? Invested Better is here to help.
