Bertrand Wealth Strategies, LLC

Bertrand Wealth Strategies, LLC (CRD# 140739) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $1,870,906 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $207,878
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
  • Pension consulting services
  • 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.

OK

Financial Advisors at Bertrand Wealth Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Carrie E. Bertrand
CRD#: 4953514
9909 S. Pennsylvania Ave, Oklahoma City, OK 73159
93
Wealthminder
score

Carrie Bertrand (CRD# 4953514) is an Investment Advisor Representative working at Bertrand Wealth Strategies, LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.

2
Rhett L. Wood
CRD#: 6000403
9909 S. Pennsylvania Ave, Oklahoma City, OK 73159
90
Wealthminder
score

Rhett Wood (CRD# 6000403) is an Investment Advisor Representative working at Bertrand Wealth Strategies, LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry.

3
Marcus G. Rose
CRD#: 6619492
9909 S. Pennsylvania Ave, Oklahoma City, OK 73159
87
Wealthminder
score

Marcus Rose (CRD# 6619492) is an Investment Advisor Representative working at Bertrand Wealth Strategies, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.

4
Harry B. Bertrand
CRD#: 2046252
9909 S. Pennsylvania Ave, Oklahoma City, OK 73159
53
Wealthminder
score

Harry Bertrand (CRD# 2046252) is an Investment Advisor Representative working at Bertrand Wealth Strategies, LLC in Oklahoma City, OK and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.