linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael David Bertz

Kennedy Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael David Bertz

Michael Bertz is a financial advisor with Kennedy Capital Management. Michael has been in the financial industry since 2001. Michael has Series 7, Series 63 and Series 87 licenses. Michael holds the Chartered Financial Analyst designation. Kennedy Capital Management is an investment advisor registered with the SEC and has offices in St. Louis. They provide investment advice to a range of clients, including corporations, individuals, investment companies, state and municipal government entities, and pooled investment vehicles.

Firm Information

Michael Bertz is currently registered with Kennedy Capital Management. Kennedy Capital Management is an investment advisor headquartered in ST LOUIS, MO. The firm manages assets for a variety of clients, including high-net-worth individuals, investment companies, charitable organizations, and pooled investment vehicles. Kennedy Capital Management also provides portfolio management services for businesses and individuals. The firm has approximately $4.8 billion in regulatory assets under management.
Kennedy Capital Management

10829 OLIVE BLVD

ST LOUIS, MO 63141-7739

$4.77B

Assets Under Management

Not reported

Total Clients

17

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Bertz’s Registration & Firm History

MO

10/20/2016 - Present

Kennedy Capital Management (ST. LOUIS MO)

CA

09/14/2004 - 08/07/2006

W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)

TN

11/08/2001 - 09/03/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

Not sure if Michael David Bertz is right for you?

Licenses & Designations

BC

Issued 11/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Bertz.
Not sure if Michael David Bertz is right for you?