Dean Bertsch, financial advisor Sioux Falls SD

Dean Bertsch

CRD Number: 2331961
Current Firm: Cwm, LLC

Dean Bertsch (CRD# 2331961) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Mar 2018 - Current 5
Cwm, LLC Omaha, NE Mar 2018 - Current 5
Lpl Financial LLC Sioux Falls, SD Feb 2014 - Mar 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dean N. Bertsch
Phone Number: 402-330-0808
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MA, 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, VT, WA, WI, WV, WY

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