Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Bertzyk is an Investment Advisor Representative at Johnson Wealth Inc., located in Milwaukee, WI. Justin is a licensed Investment Advisor Representative in Wisconsin and has a Series 65 license. Justin has been in the financial services industry for over two years. Justin is a dedicated professional with a passion for helping clients achieve their financial goals. Justin specializes in financial planning, portfolio management for individuals and businesses, 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.
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.
A percentage of the total value of assets under management is charged.
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WI
10/19/2023 - Present
Johnson Wealth Inc. (MILWAUKEE WI)
IA
Issued 06/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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