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BB

Beverly J. Bertram

BERTRAM FINANCIAL ADVISOR SERVICES
Mineral Point, WI 53565
Some features on this profile are disabled
CRD#: 5579324
BB

Professional summary

Beverly Jayne Bertram is a registered financial advisor currently at BERTRAM FINANCIAL ADVISOR SERVICES located in Mineral Point, Wisconsin.

Beverly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Beverly has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Jayne Bertram's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2008 - Present

BERTRAM FINANCIAL ADVISOR SERVICES

Office #1: 229 High St, Mineral Point, WI 53565
RIA
CRD#: 147987
Mineral Point, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(9/10/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/26/2008
Uniform Investment Adviser Law Examination

Current Firm

BF
BERTRAM FINANCIAL ADVISOR SERVICES
BERTRAM FINANCIAL ADVISOR SERVICES | BERTRAM FINANCIAL ADVISOR SERVICES LLC

CRD#: 147987 / SEC#:

Wisconsin
Registered Investment Advisory firm - (9/10/2008 Approved)
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Contact information

Main Address
229 High St, Mineral Point, WI 53565
Mailing Address
Phone number
(608) 987-1511
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

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.

Company Information

BERTRAM FINANCIAL ADVISOR SERVICES

CRD#: 147987Mineral Point, WI 53565

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