Our Qualifications

Mark Brost has been working with individuals and businesses in the area for over 20 years.

In 1992,  Mark obtained the General Securities and State Securities Agent designations.

In 2000, Mark added the Investment Advisor Representative designation.

In order to further his knowledge of the financial planning process, Mark completed the Certified Financial Planner (CFP) designation in 2004.

Mark has also held a Wisconsin Insurance License since 1993.