Bertram Financial Advisor Services LLC

Bertram Financial Advisor Services LLC (CRD# 147987) is a financial advisory firm headquartered in Mineral Point, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Bertram Financial Advisor Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Beverly J. Bertram
CRD#: 5579324
229 High St, Mineral Point, WI 53565
93
Wealthminder
score

Beverly Bertram (CRD# 5579324) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 8 years of experience in the finance industry.

2
Michelle E. Bertram
CRD#: 5402999
229 High St, Mineral Point, WI 53565
93
Wealthminder
score

Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 9 years of experience in the finance industry.

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