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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bertman is a financial advisor with The Colony Group, LLC based in St. Louis, MO. Robert has been in the industry since 2001 and is a Certified Financial Planner and a Chartered Financial Analyst. Robert has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Robert's areas of expertise include financial planning, investment management, and tax planning. In addition to his work with The Colony Group, Robert also provides budgeting services to legacy families through his own business, Family Budget Expert.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (ST. LOUIS MO)
NJ
09/17/2002 - 10/12/2004
YAMNER & CO., INC. (WALDWICK NJ)
IL
09/07/2001 - 02/07/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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