Marc Bertram, financial advisor La Crosse WI
93 score

Marc Bertram

CRD Number: 5508484
Current Firm: Advantage Investment Management, LLC

Marc Bertram (CRD# 5508484) is an Investment Advisor Representative working at Advantage Investment Management, LLC in La Crosse, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Advantage Investment Management Lacrosse, WI May 2014 - Current 2
Lpl Financial La Crosse, WI Jul 2012 - Current 4
Schmocker Financial Services La Crosse, WI Mar 2008 - Current 8
National Planning Corporation Santa Monica, CA Apr 2008 - Jul 2012 4
Eo Johnson Company La Crosse, WI May 2007 - Mar 2008 < 1
Document Strategies Group La Crosse, WI Sep 2006 - May 2007 < 1
Eo Johnson Company La Crosse, WI Jan 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for Marc C. Bertram
Phone Number: 319-366-7300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
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, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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