portrait of Mark Van Etten

About Mark

Creating a plan to achieve goals like retirement can be complicated. I work every day to help individuals and families achieve their financial goals, live comfortably and create meaningful legacies. By overcoming complexity and finding the most appropriate investments, my clients and I work together to make plans that fit their life goals.

Through my years of experience, I strive to meet the unique needs of investors, business owners and families. Our office supports our clients through times of transition including job changes, retirement, or the passing of a loved one.

I grew up on a farm in Poynette and am honored...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Wisconsin - MadisonBachelor of Business Admin

Team Members

  • Debra Flood
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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