Mark Berghuis
Financial Advisor @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Edward Jones
Kenosha, WI, US
EDUCATION
Western Michigan University
Bachelor of Business Administration (B.B.A.), Finance, General
ABOUT MARK BERGHUIS
I began my career with Edward Jones as a financial advisor in 2010, working at our St. Louis headquarters. In 2011, I came back home to Wisconsin to continue my career.My senior branch office administrator, Jeri DeSalvo, joined Edward Jones and has been with our Kenosha office since 2012. She brought prior experience of over 20 years in retail banking, as well as five years of experience in the investment industry.In 2015, I married my beautiful wife, Ashley. We have two children, Landon and Kinsley, as well as a rescue dog named Riley. As a family, we enjoy traveling and football in the fall. When I\'m not with my family, I enjoy volunteering, having served as the president of the Rotary Club of Kenosha West.As a financial advisor with Edward Jones, I enjoy the opportunity to collaborate with a select group of individual investors and their families. Our clients are serious, long-term investors who value a trusted relationship with personalized financial advice, guidance and service.I provide personalized financial strategizing and coordinate closely with your CPA and attorney to ensure every part of your financial life works together. Our office focuses on addressing the complex financial needs and priorities of high net worth clients.Together, Jeri and I work to deliver an unrivaled client experience. We judge our success by our clients\' satisfaction. To do this, we understand how important it is to listen to all of our clients\' wishes. I then work together with them to personalize an understandable strategy to help them achieve their instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.