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Mark R
CFA®, Series 63
Richfield, MN
Bearing360 Wealth
Mark Rosenkranz is a CFA® charterholder with 12 years of industry experience. He is currently with Bearing360 Wealth and previously worked at JNBA Financial Advisors, RBC Capital Markets, and Craig-Hallum Capital Group. Bearing360 Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a diverse range of securities and investment vehicles. The firm emphasizes a client-centered approach with comprehensive fact-finding, written financial plans, and ongoing reviews.
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