Jeffrey Alan Bettermann

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 02/2018
  Suncoast Federal Credit Union
  Tampa, FL
• 01/2010 → 02/2018
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/2018 → 03/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2019 → 08/2019
  Wyndam
  Las Vegas, NV
• 09/2019 → 02/2020
  Unemployed
  Las Vegas, NV
• 02/2020 → 02/2021
  Western Southern Life
  Las Vegas, NV
• 07/2020 → 03/2021
  W&S Brokerage Services
  Cincinnati, OH
• 03/2021 → Present
  Advisorshare
  Las Vegas, NV
• 12/2021 → 01/2022
  Peace Of Mind Wealth Management
  Las Vegas, NV
• 08/2022 → Present
  Peace Of Mind Wealth Management
  San Antonio, FL
• 03/2021 → 07/2022
  Pom Planning
  Las Vegas, NV
• 01/2023 → Present
  Peace Of Mind Planning Llc
  Saint Joseph, MI

Previous Registrations

• 2022-09-08 → 2023-01-30
  Peace Of Mind Wealth Management
  San Antonio, FL
  Brighton, MI
• 2021-07-26 → 2022-08-08
  Advisor Share Wealth Management, Llc
  Las Vegas, NV
  Vancouver, WA
• 2020-08-11 → 2021-03-11
  W&S Brokerage Services, Inc.
  Las Vegas, NV
• 2018-03-22 → 2019-03-07
  Cuso Financial Services, L.P.
  Las Vegsa, NV
  San Diego, CA
• 2012-02-21 → 2018-02-28
  Cuna Brokerage Services, Inc.
  Tampa, FL
  Fort Myers, FL
  Cape Coral, FL
  Naples, FL
  Port Charlotte, FL
  Fort Myers, FL
• 2011-02-25 → 2011-11-21
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2006-06-06 → 2010-10-07
  Invest Financial Corporation
  Appleton, WI
  Carpentersville, IL
  West Dundee, IL

Other Businesses

Thorngate Financial / Not Investment Related / Insurance / Owner & Independent Insurance Agent / Approximately 80 hours/month devoted to this business with 4 hours during trading hours per day

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-03
• S63 Uniform Securities Agent State Law Examination
  2002-03-25

Other Names

• Jeff Bettermann
• Jeffrey Bettermann
• Jeffery Alan Bettermann