Michelle Bertram, financial advisor Mineral Point WI

Michelle Bertram

CRD Number: 5402999
Current Firm: Bertram Financial Advisor Services LLC

Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bertram Financial Advisor Services LLC Dodgeville, WI Jun 2008 - Current 15
Self Employed Mineral Point, WI Jun 1997 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Michelle E. Bertram
Phone Number: 608-987-1511
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WI

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