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229 High St, Mineral Point, WI 53565 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Mineral Point | WI | 06/1997 | Present |
| Bertram Financial Advisor Services Llc | Dodgeville | WI | 06/2008 | Present |
SELF EMPLOYED; NON-INVESTMENT RELATED; 112 E SPRING STREET, DODGEVILLE, WI 53533; INSURANCE SERVICES; OWNER; 06/1997; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-25 |
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