USA Financial
Mark Mersman has served as the Chief Marketing Officer at USA Financial since August 2004, specializing in Investment Portfolios and Fixed Insurance solutions to assist clients in achieving their retirement goals. Prior to this role, Mark worked as the Education Retirement Director at GLP Investment Services, where responsibilities included educating public school employees about pension options and investment strategies through seminars. Mark began their career in sales and finance at Right Toyota, managing high-volume transactions in a car dealership. Mark holds a Bachelor's degree in Mathematics and Philosophy from Michigan State University, obtained between 1999 and 2001.
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USA Financial
USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, we believe that financial advisors and their clients shouldn’t be limited by the constraints of a single-minded financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. “Plan First and Invest Second™" is the foundation upon which we were built, and we instill that approach through our education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registered broker-dealer), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Media® (technology and multimedia marketing firm), and USA Financial Exchange (turn-key asset management/UMA platform). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.