Brian Bertsch is a registered investment advisor at Wells Fargo Advisors, based in Mercer Island, WA, with 28 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
2731 77th Ave Se, Suite 205, Mercer Island, WA, 98040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian has 50% ownership in Schumaker Bertsch LLC, a financial practice. This takes about a quarter of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
Ragen Mackenzie Investment Services, LLCBroker
First Union Securities Financial Network, INC.Broker
Ragen Mackenzie IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations17 states
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