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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
33 years
Location
Ladysmith, WI 54848
Cetera
Institution
Mark Brost is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Cetera. He has been affiliated with Avantax entities for over two decades and has served on the Rusk County Hospital Board. Brost has also taught continuing education and vocational courses in the past. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and access to third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Ladysmith, WI
818 Roesler Avenue W
Ladysmith WI 54848
Advisors at this office
1
Texas · Wisconsin
33 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Ladysmith, WI
Rusk County Hospital Board
2017 - 2018 • 1 year
Ladysmith, WI
Brost Financial Services Lp
2015 - Present • 11 years
Bruce, WI
Mark D. Brost
2012 - Present • 14 years
Bruce, WI
Avantax Insurance Agency, LLC
2004 - 2025 • 21 years
Ladysmith, WI
Avantax Advisory Services
2002 - 2025 • 23 years
Ladysmith, WI
Avantax Investment Services, Inc.
2001 - 2025 • 24 years
Ladysmith, WI
Offerman & Company
1998 - Present • 28 years
Bruce, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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