Douglas Bertke is a registered investment advisor, based in Celina, OH, with 17 years of industry experience.
Location
531 E Market, Celina, OH, 45822
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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
Douglas provides financial services, is treasurer for the Celina-Mercer County Chamber of Commerce, and is a board member for the Mercer County Revolving Loan Review Board. He also sells fixed index annuities and insurance products through Avantax Insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations4 states
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