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Todd Bertsch

LPL Financial LLC
24 Years of Experience
New Baltimore, MI
2 DisclosuresBroker
View SEC Summary
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Todd Bertsch is a registered investment advisor at LPL Financial LLC, based in New Baltimore, MI, with 24 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

35600 Main Street, New Baltimore, MI, 48047

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History

Regulatory History (2)
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.
Judgment / Lien
July 2025
Judgment / Lien
April 2019
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd operates under the DBA Advia Financial Advisors for his LPL business. He also owns T BERTSCH ZENITH, LLC, a real estate rental business, since 2016.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
December 2018 - May 2022 · 3 yrs 5 mos
CUNA Brokerage Services, INC.
December 2018 - May 2022 · 3 yrs 5 mos
Asset Allocation Strategies, LLC
August 2014 - December 2018 · 4 yrs 4 mos
Glp Investment Services, LLCBroker
July 2014 - December 2018 · 4 yrs 5 mos
Ing Financial Partners, INC
January 2011 - June 2014 · 3 yrs 5 mos
Ing Financial Partners, INC.Broker
January 2011 - June 2014 · 3 yrs 5 mos
Ing Financial Advisers, LLC
March 2005 - January 2011 · 5 yrs 10 mos
Ing Financial Advisers, LLCBroker
August 2004 - January 2011 · 6 yrs 5 mos
Straightline Advisors
February 2004 - August 2004 · 6 mos
Questar Capital CorporationBroker
December 2003 - May 2004 · 5 mos
Lasalle St Securities, L.L.C.Broker
September 2003 - December 2003 · 3 mos
Salomon Smith Barney INC.Broker
January 2002 - October 2002 · 9 mos
UBS Painewebber INC.Broker
November 2000 - January 2002 · 1 yr 2 mos
State Registrations6 states
COFLMIMNNCOH
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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