Mark is founder and president of Croix River Wealth Management; he is dedicated to helping his clients learn, to serving in their best interest, and to continuing his own education as a licensed insurance producer. He received his MBA at the University of St. Thomas, Minnesota and a BA in Economics at the University of Minnesota.
Mark provides retirement strategies using a comprehensive suite of tools that strives to grow, empower and help protect your assets and wealth. He has presented workshops throughout Wisconsin and Minnesota since 2013. Prior to 2013 he has served in various roles where he began as a teller and worked his way up to Community Bank President.
Mark Kuhne
Croix River Wealth Management
46 Ashbury Ct
Hudson, WI 54016
[email protected]
6125186516
https://croixriverwm.com/
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.
Insurance and annuity products are sold separately through Mark Kuhne, Croix River Wealth Management. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.
Licensed Insurance Professional. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.
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