Roselyn Wilkinson
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. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
651 Holiday Drive, Foster Plaza 5, Suite 400, Pittsburgh, PA, 15220
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Regulatory History (1)
Customer Dispute
April 2025Other 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.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Continental Capital Investment Services
M D & a Financial Management Company
Continental Capital Investment Services, INC.Broker
The Advisors Group, INC.Broker
State Registrations21 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.