Bill Markovich, AIF®
Financial Advisor - Invest Forward, Grand Forks North
My primary focus is comprehensive wealth management, more specifically: pre- and post-retirement planning, dividend producing portfolios, individual stocks and 401(K) plans. I earned the Accredited Investment Fiduciary® (AIF®)) Designation from the Center for Fiduciary Studies in 2017. The AIF Designation certifies specialized knowledge of fiduciary standards of care and their application to the investment management process.
I currently hold the following registrations: Series 7/General Securities, Series 66/Uniform Combined State Law Exam as well as Life, Health and Annuities for Insurance.
I brought ten years of investment experience to Invest Forward. During my time in the financial services industry, I’ve served roles as both a financial advisor and a regional sales manager overseeing thirteen advisors across Minnesota and North Dakota.
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The financial advisors of Invest Forward offer securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/ SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Bank Forward is not a registered broker-dealer or Registered Investment Adviser. Bank Forward and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered through CES Insurance Agency.
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