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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bertsch has been in the financial industry since 2000. Brian Bertsch is a registered representative of Wells Fargo Advisors Financial Network, LLC in Erie, Colorado and has been with the firm since 2008. Brian Bertsch is also registered as an Investment Advisor Representative in Texas. Brian Bertsch has passed the Series 63, 66, 7, 9, 10, and SIE exams. Brian Bertsch provides investment advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Brian Bertsch specializes in financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/23/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ERIE CO)
CO
02/16/2000 - 07/17/2008
EDWARD JONES (THORNTON CO)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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