Mark Bertrang has been an investment adviser representative at Interactive Financial Advisors since January 2016, and is not listed among the firm’s executive officers or direct owners.
Interactive Financial Advisors, Inc. is a New Lenox, IL firm with $240M under management, 1,307 clients and 33 advisers across 27 offices, as of its August 2026 filing.
Mark Bertrang’s longest registration is the current one, 10 years at Interactive Financial Advisors since 2016. Before joining Interactive Financial Advisors in 2016, Mark Bertrang was registered through Brooklight Place Securities, Inc. and MTL Equity Products, Inc.
- – present · 10 yearsOnalaska, WI · Adviser representative · Firm CRD 125117
- Brooklight Place Securities, Inc.– · 10 yearsOnalaska, WI · Adviser representative · Firm CRD 15764
- MTL Equity Products, Inc.– · under a yearOnalaska, WI · Adviser representative · Firm CRD 15764
Investment adviser representative registrations
Mark Bertrang is registered as an investment adviser representative in Wisconsin, since January 2016.
- WisconsinSince 4 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 December 2009 |
| Series 66 | Uniform Combined State Law Examination | 5 August 2002 |
| Series 7 | General Securities Representative Examination | 22 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 September 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 April 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Allen Bertrang
- CRD
- 1760670
- Firm
- Interactive Financial Advisors · CRD 125117
- Office
- 1401 Main Street, Onalaska, WI 54650-2837
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mark Bertrang work?
Mark Bertrang is an investment adviser representative registered through Interactive Financial Advisors, Inc. since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is Mark Bertrang a financial advisor?
Yes. Mark Bertrang has a current investment-adviser registration in Wisconsin, through Interactive Financial Advisors since January 2016.
How many years of experience does Mark Bertrang have?
Mark Bertrang has 38 years in the financial industry, since April 1988, across 2 adviser firms.
What exams has Mark Bertrang passed?
Mark Bertrang has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in April 1988. FINRA credited Mark Bertrang with the SIE, which began in October 2018.
Where did Mark Bertrang work before Interactive Financial Advisors?
Before Interactive Financial Advisors, Mark Bertrang was registered through Brooklight Place Securities, Inc., April 2005 to December 2015; MTL Equity Products, Inc., January 2003 to January 2003.
Where is Mark Bertrang based?
Mark Bertrang’s registered office is in Onalaska, WI.
Is Mark Bertrang registered with FINRA?
Yes. Mark Bertrang has a current broker registration, under CRD 1760670.
Source: FINRA BrokerCheck
How can I verify Mark Bertrang’s record?
Search CRD 1760670 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mark Bertrang’s full registration record.