Innovative Financial Solutions, Inc.

357 Winslow Road, Bloomington, IN 47401

812.337.1999 - Main | 386.597.2856 - Florida office | 812.336.5542 - fax

Mark Kraus, CLU®, ChFC®, CASL™, RICP®

Mark Kraus, CLU®, ChFC®, CASL™, RICP®

Financial Advisor

Phone: (386) 597-2856, ext 120
Fax: (386) 597-2854
E-mail:
 

Strategic, dedicated Financial Advisor with repute for providing comprehensive financial service.   Mark is a consummate professional with years of experience in the complex and ever-changing financial services industry.  He is passionate about building long-term relationships with his clients, helping them to attain their financial goals and objectives. 

Mark received a Bachelor of Science degree in Business Administration from the University of Missouri and has earned the highly coveted, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Retirement Income Certified Professional (RICP®)  designations from the American College, the insurance and financial service industry's oldest and largest fully accredited institution of higher learning. 

Mark believes in the importance of fostering a culture of teamwork and collaboration.  Effectively supported by a team of credentialed professionals from the fields of financial planning, investing, business administration and insurance, allows him to provide world class comprehensive financial advice. 

Giving back to the community is one of Mark’s greatest passions.  He currently serves the Jewish Community Foundation of NE Florida as a board member, Chair of the Professional Advisory Committee and member of the Investment Oversight Committee.  He also serves as a member of the Estate Planning Council of Northeast Florida.

Mark is a MMLIS Conference Level Financial Advisor, an honor given annually to a select set of financial services representatives across the country who demonstrate exceptional standards of personal integrity, professionalism and customer service.

He holds his Series 6, 7, 63 and 65 securities licenses and Life, Health, Property & Casualty and Long-Term Care insurance licenses.


Specialties: Focusing on Retirement & Executive Benefit Planning, Investment Strategies, Estate Conservation Strategies, Business Succession & Exit Strategies and Charitable Giving & Legacy Planning.
 

 

 

Mark K. Kraus ADV Brochure

WRV ADV II

 

 

 

 

Contact Information:

INNOVATIVE FINANCIAL SOLUTIONS, INC.

357 East Winslow Road
Bloomington, IN 47401
  • Phone: 812.337.1999 - Main | 386.597.2856 - Florida
  • Fax: 812.336.5542

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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