Mark Berghuis, Financial Advisor located in Kenosha, WI

Financial Advisor
Mark D Berghuis

CFP®, AAMS®, CRPC™
2324 18th Street Suite E, Kenosha, WI 53140opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volunteering
  • Sports Enthusiast
  • Traveling
  • Football
  • Golfing

Team Members

  • Erin Salerno
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(262) 551-8089

Fax

(866) 617-7483

Office Address

2324 18th Street Suite E
Kenosha, WI 53140opens in a new window

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