Carrie Bertrand
Carrie Bertrand is a registered investment advisor at Bertrand Investment Strategies, L.L.C., based in Oklahoma City, OK, with 19 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bertrand Investment Strategies recommends third-party investment managers. Clients will be billed in accordance with the third-party manager's fee schedule. Bertrand Investment Strategies receives a portion of the advisory fees charged by the third-party manager for the referral. Bertrand Investment Strategies does not manage client assets.
Location
9909 S. Pennsylvania Ave., Oklahoma City, OK, 73159
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carrie is an insurance agent at Bertrand Retirement Solutions, LLC, recommending insurance products for client retirement plans, dedicating about 10-20% of her time. Carrie also owns Bertrand Longhorn & Equestrian, L.L.C, a ranch management business, spending about 35% of her time on it.
Employment History
Current Registrations
Bertrand Investment Strategies, L.L.C.
Previous Registrations
Impact Partnership Wealth, LLC
Brookstone Capital Management LLC
Investment Strategies, LLC
Blue Vase Securities, LLC
State Registrations1 state
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.