John C. Berschback

MEDVEST WEALTH MANAGEMENT

Altoona, WI

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CRD#: 7637461

Professional summary

John C Berschback is a registered financial advisor currently at MEDVEST WEALTH MANAGEMENT, LLC located in Altoona, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 1 firm and has passed the Series 65 and SIE exams.

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.

Chippewa Valley Orthopedics and Sports Medicine; Chippewa Valley, WI; Not Investment Related; Physician/Owner; Medical Office; Approximately 160 hours per month spent; Started 09/2013. Sole Proprietor; Investment related; Altoona, WI, Insurance sales/referrals; started 02/2023; approximately 1% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C Berschback'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

October 26, 2022 - Present

MEDVEST WEALTH MANAGEMENT, LLC

RIA

CRD#: 322662

Altoona, 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
(10/26/2022)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2021

Securities Industry Essentials Examination

Current Firm

MEDVEST WEALTH MANAGEMENT, LLC

CRD#: 322662 / SEC#:

Wisconsin

Registered Investment Advisory firm - (10/26/2022 Approved)

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Contact information

Main Address

Altoona, WI

Mailing Address

Phone number

(313) 690-0055

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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John C. Berschback

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C Berschback's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEDVEST WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2022

SIE

Date: 6/29/2021

Current Firm

MEDVEST WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MEDVEST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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