Johnson Financial Group Financial Advisors
As Senior Vice President, LPL Financial Advisor, Mark designs comprehensive financial strategies that help his clients plan for the future, produce income before and during retirement, and manage their current portfolios. Tailoring his service to the needs of each client allows Mark to see each relationship as a long-term partnership. Whether working on traditional transaction-based accounts or offering fee-based advisory services, Mark approach is casual and easy going, but also focused and committed to doing everything he can to make investing as easy as possible.
- CERTIFIED FINANCIAL PLANNER®
- Holds Series 7, 63 & 65 registrations through LPL Financial, as well as a Wisconsin state life and health insurance license
- 25 years' experience as a financial advisor, working with individuals and businesses
- Studied at the University of Wisconsin-Oshkohsh; Bachelor's in Finance, minor in Economics-University of Wisconsin-Parkside
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|
Ask Me About
- Maximizing your investment's while managing risk
- Planning for education expenses
- Retirement and Financial Planning