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Bill Markovich


Bill brings 10 years of investment experience to Invest Forward.  During his time in the financial services industry, he has served roles as both a financial advisor and a regional sales manager overseeing 13 advisors across Minnesota and North Dakota.

His primary focus is comprehensive wealth management, more specifically: pre- and post-retirement planning, dividend producing portfolios, individual stocks and 401(K) plans.  He currently holds the following registrations: Series 7/General Securities, Series 66/Uniform Combined State Law Exam, Series 10/General Securities Sales Supervision as well as Life, Health and Annuities for Insurance. 

Bill has been a member of the Crookston community for the past 13 years. 

 


You should consult your tax/legal counsel for advice and information concerning your particular circumstances. Neither Investment Centers of America nor any of its representatives may give tax or legal advice. 

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. 

Our representatives in North Dakota are registered to offer securities in the following states: Minnesota, North Dakota, AZ, CA, CO, FL, IA, MI, MT, NE, SD, TX, WA and WI. Our advisors in Minnesota are registered to offer securities in the following states: Minnesota, North Dakota, AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MI, MO, MT, NC, NE, NJ, NM, NV, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV and WY.

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Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Bank Forward, Insure Forward and/or Invest Forward. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are

  • Not insured by the FDIC or any other Federal Government agency
  • Not a deposit or other obligation of, or guaranteed by any bank or their affiliates
  • Subject to risks, including the possible loss of principal amount invested.

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