Mark Brost (CRD# 2294590) is an Investment Advisor Representative working at Avantax Advisory Services in Ladysmith, WI and has over 31 years of experience in the finance industry.
CRD# 4847342
Global View Capital Management LLC
CRD# 7236740
J Kaiser Management, LLC
CRD# 6682483
Mutual Of Omaha Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brost Financial Services LP | Bruce, WI | Jan 2015 - Current | 9 |
| Mark D. Brost | Bruce, WI | Oct 2012 - Current | 11 |
| Avantax Insurance Agency, LLC | Ladysmith, WI | Apr 2004 - Current | 20 |
| Avantax Advisory Services | Ladysmith, WI | Mar 2002 - Current | 22 |
| Avantax Investment Services, Inc. | Ladysmith, WI | Apr 2001 - Current | 23 |
| Offerman & Company | Bruce, WI | Apr 1998 - Current | 26 |
| Rusk County Hospital Board | Ladysmith, WI | Jan 2017 - Oct 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- TX
- WI
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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