Brian Bertsch is a registered investment advisor at Wells Fargo Advisors, based in Erie, CO, with 26 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
3120 Village Vista Dr, Ste 106, Erie, CO, 80516
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
Brian has a 23.75% ownership in Village Vista LLC, a retail rental property, but spends no time on it. Brian also owns 100% of Bertsch Investment Strategies LLC, dedicating significantly more than full-time hours to the financial practice.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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