Willy F Bertsch

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2016 → 05/2021
  Hilton Americas Houston
  Houston, TX
• 09/2012 → 09/2016
  Paul Smiths College
  Paul Smiths, NY
• 01/2022 → 01/2024
  Kevin O Connell
  Tampa, FL
• 07/2022 → 10/2025
  Northwestern Mutual Investment Services Llc
  Tampa, FL
• 11/2021 → 01/2022
  Paul Dodd
  E Syracus, NY
• 05/2021 → 11/2021
  Paul Dodd
  E Syracus, NY
• 01/2024 → 10/2025
  Northwestern Mutual Life Insurance
  Milwaukee, WI
• 07/2024 → 10/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2025 → 10/2025
  Majeski Insurance Services, Llc
  Clearwater, FL
• 12/2025 → Present
  Fisher Investments
  Tampa, FL

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-04
• S63 Uniform Securities Agent State Law Examination
  2023-04-04