John Bertsch
John Bertsch is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Plainview, TX, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
3110 Olton Rd., Ste. 205, Plainview, TX, 79072-6714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a board member for Bertsch since January 2022, dedicating minimal time. He also works at Centennial Bank, spending about a quarter of his time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Investment Centers of America, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations12 states
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