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).
Current Firm Details
Bertram Financial Advisor Services LLC
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Bertram Financial Advisor Services LLC
1
Beverly Bertram (CRD# 5579324) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
2
Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
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