Mark Lotzer, CLU®
Partner – Retirement Planning
Industry Related Accreditations:
Chartered Life Underwriter ®
Educational Experience:
Bachelor of Science – University of Wisconsin – Madison
About Mark
As a Partner of Waterside Financial Services, Mark is driven to provide each client with the highest standard of quality with their financial experience. With 40 years of service focusing on retirement income planning and insurance analysis, he understands that each client requires a personalized level of care to achieve their individual goals and objectives.
Mark is a graduate of Boylan Catholic High School, where he had an extensive athletic career playing basketball and baseball. In addition, he was named the 1972 NIC-9 Male Athlete of the Year award. Mark is also a graduate of the University of Wisconsin-Madison and was a member of their NCAA Basketball team from 1972 to 1976.
Fun Facts
Swap jobs with a movie character for a day – who?
Matt Dillon from Gunsmoke played by James Arness
If your life had a quirky theme song, what is it?
Stayin’ Alive by Bee Gees
If you were a dessert, what treat and why?
Ice cream because it’s the best and simplest dessert to eat
If Waterside Financial Advisors had a theme day, what would be the theme?
Cubs game at Wrigley Field! Our office would be a replica of the field with ivy growing on the walls
Check the background of investment professionals on FINRA’s BrokerCheck.
Summer Office Hours
Hours will switch Oct 4th
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite, 204, Rockford, IL 61107