Brian Bertsch, financial advisor Issaquah WA

Brian Bertsch

CRD Number: 2775727
Current Firm: Wells Fargo Advisors Financial Network, LLC

Brian Bertsch (CRD# 2775727) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Issaquah, WA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Bertsch, Brian Paul (crd: 2775727) Issaquah, WA Nov 2023 - Current < 1
Lpl Financial LLC Issaquah, WA Nov 2020 - Nov 2023 3
Ek Riley Investments, LLC Seattle, WA May 2002 - Nov 2020 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Brian P. Bertsch
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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