Mark Srofe, CFP®

Financial Advisor

Mark Strofe

Mark@PlanWithRFG.com
Phone: 513-715-6987
My Compliance Disclosures

What was your first job?

Fidelity Investments

Favorite travel destination?

Snowmass, Colorado

What is your favorite book?

Around the World in Eighty Days by Jules Verne

Mark Srofe, CFP® Financial Advisor Mark is a Northern Kentucky resident and very proud father of his son, Cole. He began his carrier in the financial services industry over 40 years ago with Fidelity Investments and went on to earn the Certified Financial Planner® designation. In addition, Mark holds the SIE, Series 6, 7, 63, and 24 securities registrations, as well as his Life, Accident, and Health Insurance licenses. Outside of the office, Mark is very passionate about gardening, as well as ice skating – he even coaches young skaters to help improve their technique on the ice!

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OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

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  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.