Michelle Elizabeth Bertram

Employer firm

Bertram Financial Advisor Services CRD 147987

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/1997 → Present
  Self Employed
  Mineral Point, WI
• 06/2008 → Present
  Bertram Financial Advisor Services Llc
  Dodgeville, WI

Previous Registrations

• 2007-08-14 → 2008-08-25
  Horter Investment Management, Llc
  Dodgeville, WI

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-25

Other Names

• Michelle E Bertram