Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Brost is a financial advisor with over 30 years of experience in the industry. Mark works with Avantax Advisory Services, providing financial planning and investment management services to a variety of clients, including individuals, businesses, and retirement plans. He is registered as an Investment Advisor Representative in Wisconsin and Texas and holds Series 7 and 63 licenses. In addition to his financial advisory role, Mark is also involved in various community activities, including serving on the Rusk County Hospital Board.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
03/05/2002 - Present
Avantax Advisory Services (Ladysmith WI)
MN
04/08/1998 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
IA
07/15/1996 - 04/09/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IL
07/22/1993 - 07/17/1996
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
CA
12/03/1992 - 08/03/1993
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 10/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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