Brenton Mathew Bersin

Employer firm

Linkside Financial LLC CRD 335537

$10.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2013 → 01/2018
  Carolina Panthers Llc
  Charlotte, NC
• 01/2018 → 02/2024
  Indiana University
  Charlotte, NC
• 01/2019 → 03/2020
  Silverrock Wealth Partners
  Charlotte, NC
• 03/2020 → 12/2020
  Lpl Financial Llc
  Charlotte, NC
• 03/2020 → 12/2020
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 11/2023 → 05/2025
  Pointblank Ventures
  Charlotte, NC
• 06/2025 → Present
  Linkside Financial Llc
  Charlotte, NC

Previous Registrations

• 2020-03-12 → 2020-12-09
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 2019-03-06 → 2020-03-05
  Spire Wealth Management, Llc
  Charlotte, NC

Other Businesses

1. 02/13/2020 - Carnegie Holdings 11, LLC - Business owner of BBQ sauce company - inv rel - Charlotte, NC - start: 03/2017 2. 02/13/2020 - Let it Ride Sports, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Charlotte, NC - start: 03/2019 3. 3/5/2020 - Bers LLC - Investment Related - Charlotte, NC 28203 - Real Estate Rental - Owner - Started 04/2014 - .33 Hours Per Month During Securities Trading. 4. 3/5/2020 - BE Software, LLC - 231 King St. Charleston, SC 29401 - Other - Passive investor - Started 10/2017. 5. 01/2019 - Purse Golf - Non Investment Related - Charlotte, NC, Software Development, Founder/CEO, Started 1/2019, 20 hours per month during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-02
• S66 Uniform Combined State Law Examination
  2019-03-05