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Our financial advice team


Mark Rasner, Private Wealth Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Mark Rasner

CFP®, BFA, ChFC®, CASL®, APMA

Private Wealth Advisor

Lineage Retirement & Wealth Management
32
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

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

Education

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

Awards & recognition

  • Premier Protection award, RiverSource Life Insurance Company, 2014
  • Ameriprise Circle of Success, 2014, 2016 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2023

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.

Interests

  • Personal growth and development and helping others tap their true potential.
  • Outdoor enthusiast: Hunting, fishing, ATVing, snowmobiling the trails in Upper MI and Northern WI, riding my Harley on the scenic roads in Marinette County, spending time with family and friends around the grill or open firepit.
  • Training my new British Lab, Cici.
  • Land management for whitetail deer in Upper MI (food plots, water sources, habitat, etc.)