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CFP

Roselyn Wilkinson

Berthel Fisher & Company Financial Services, INC.
33 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Roselyn Wilkinson is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Pittsburgh, PA, with 33 years of industry experience. Roselyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M in assets under management.

Berthel Fisher & Company Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
3,352 clients
Average Client Portfolio
$270K average
Assets Under Management
$906.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

651 Holiday Drive, Foster Plaza 5, Suite 400, Pittsburgh, PA, 15220

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Roselyn is the president of MD&A Financial Management Company, where she focuses on fixed insurance sales. She also authored a financial book to engage women in their financial future, dedicating about 10-20% of her time to this endeavor.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
October 2004 - Present · 22 yrs
Berthel, Fisher & Company Financial Services, INC.Broker
March 2003 - Present · 23 yrs 7 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
April 2004 - June 2004 · 2 mos
Continental Capital Investment Services
August 2001 - March 2003 · 1 yr 7 mos
M D & a Financial Management Company
June 2000 - December 2010 · 10 yrs 6 mos
Continental Capital Investment Services, INC.Broker
September 1999 - March 2003 · 3 yrs 6 mos
The Advisors Group, INC.Broker
January 1993 - September 1999 · 6 yrs 8 mos
State Registrations21 states
AKAZCACODCFLINMAMDMINCNJNVNYOHORPASCTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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