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 11 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 4 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 18 years of experience in the finance industry.

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