BERTRAM FINANCIAL ADVISOR SERVICES

Phone

608-987-1511

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Fixed fees; ASSETS UNDER ADVISEMENT (AUA)

Org form

Other (specify)

Filing date

2026-02-13

Disciplinary history

No