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Our financial advice team


Mark Rasner

Mark Rasner

CFP®, ChFC®, CASL®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Lineage Retirement & Wealth Management
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Insurance

Interests

I believe in the importance of living a balanced life around those things you value most. In my case, I value spending quality time with my family and friends, my health, activities to help recharge my batteries and spending time to grow in faith.

Interests that support this include:

  • Spectating my 3 daughters' extracurricular activities
  • Family vacations
  • Triathlon events and training (Swimming, biking and running). Completed my first Ironman in September of 2012 in Madison, WI
  • Camping, bonfires and cooking on the grill
  • Golfing

Awards & recognition

  • Premier Protection award, RiverSource Life Insurance Company, 2014
  • Ameriprise Circle of Success, 2014, 2016 - 2020

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BBA, Finance, Western Michigan University, Kalamazoo, MI
Newsletter

to receive my newsletters and other financial and market information

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.