Paul Bertsch is a registered investment advisor at Wells Fargo Advisors, based in Akron, OH, with 55 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
875 N Cleveland Massillon Rd, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
June 1992Other Business Activities
Paul is the president of The Akron Group LLC and 1004 Partners LLC COA, both located in Hilton Head Island, SC. He spends minimal time on these activities, primarily discussing property management and presiding over annual meetings.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Mcdonald Investments INC.Broker
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
Goodbody & CO. IncorporatedBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.