Keith A Gertsen
Professional Summary
Keith A Gertsen, who also goes by Keith Andrew Gertsen, is a registered financial advisor currently at BITTERROOT CAPITAL ADVISORS LLC located in Boca Raton, Florida. Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Keith has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 55, Series 7, Series 10 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Keith Andrew Gertsen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
BITTERROOT CAPITAL ADVISORS LLC
Contact Information
Main Address
118 East Main Street, Bozeman, MT 59715Phone Number
(406) 556-8200# of Employees
7SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
15AUM (Assets Under Management)
$1,780,038,798Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BITTERROOT CAPITAL ADVISORS LLC
State Registrations and Notice Filings
(5/22/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 1999Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Keith A Gertsen's CRS (Customer Relationship Summary).
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