John Berschback (CRD# 7637461) is an Investment Advisor Representative working at Medvest Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Berschback | Altoona, WI | Feb 2023 - Current | 1 |
| Medvest Wealth Management, LLC | Altoona, WI | Sep 2022 - Current | 1 |
| Medvest Wealth Management, LLC | Altoona, WI | Jun 2022 - Current | 1 |
| Chippewa Valley Orthopedics And Sports Medicine | Chippewa Valley, WI | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- WI
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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