Broker Check
Mark Truettner

Mark Truettner

Partner, Wealth Advisor

Mark specializes in retirement planning and overall financial planning. He completed his bachelor’s degree in business administration from the University of Wisconsin-Oshkosh, with an emphasis in finance and financial planning.

Mark’s passion is helping people achieve their financial goals and dreams. Upon meeting Mark, it's immediately apparent that his values and ethics are driving influences in the guidance he provides. As a fiduciary, Mark puts his clients’ interests first.

He is life, variable, and accident and health licensed.

A dedicated family man, Mark married the love of his life, Kelly, in 2001. Together, Mark and Kelly have one son, Trey, and a dog, Chewie. Mark is active in his church and in several local baseball organizations, serving as assistant and coach to his son’s teams.