Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell John Bertrand is an Investment Advisor Representative associated with Forvis Mazars Wealth Advisors, LLC and is registered with the state of Missouri. Mitchell John Bertrand has been in the financial services industry since 2011 and is a Series 65 licensed professional. Mitchell John Bertrand has professional experience in the financial services industry with BKD Wealth Advisors, Edward Jones, and Forvis Wealth Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MO
04/23/2021 - Present
Forvis Mazars Wealth Advisors, LLC (KANSAS CITY MO)
IA
Issued 04/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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