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Dean Nolan Bertsch

CWM, LLC

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About Dean Nolan Bertsch

Dean Nolan Bertsch is a financial professional with over 20 years of experience in the financial services industry. Dean is currently registered as an investment advisor representative with CWM, LLC, a firm that provides a range of advisory services, including portfolio management, financial planning, estate planning, and more. Previously, Dean has also worked with LPL Financial LLC, Cetera Advisor Networks LLC, and FBS Investment Services, Inc. Dean specializes in providing financial advice to individuals, corporations, and trusts. Dean has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Dean Bertsch is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Dean Bertsch’s Registration & Firm History

SD

05/13/2021 - Present

CWM, LLC (Sioux Falls SD)

SD

02/18/2014 - 03/21/2018

LPL FINANCIAL LLC (SIOUX FALLS SD)

MN

01/02/2000 - 02/14/2014

CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)

NA

04/06/1993 - 12/31/1994

FBS INVESTMENT SERVICES, INC.

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Licenses & Designations

IA

Issued 10/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/30/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Dean Nolan Bertsch. Review regulatory record here.
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