Carrie Elizabeth Bertrand

Employer firm

Bertrand Investment Strategies, L.l.c. CRD 321651

250 advisory clients

Reported services (Item 5G)

• 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

• 01/2000 → Present
  Bertrand Retirement Solutions, Llc
  Oklahoma City, OK
• 06/2006 → 07/2021
  Investment Strategies, Llc
  Oklahoma City, OK
• 07/2021 → 06/2023
  Impact Partnership Wealth, Llc
  Kennesaw, GA
• 10/2022 → Present
  Bertrand Investment Strategies, L.L.C.
  Oklahoma City, OK
• 01/2000 → Present
  Bertrand Longhorn & Equestrian, L.L.C.
  Oklahoma City, OK
• 10/2022 → 03/2023
  Bertrand Investment Strategies, L.L.C.
  Oklahoma City, OK

Previous Registrations

• 2021-07-26 → 2023-06-15
  Impact Partnership Wealth, Llc
  Oklahoma City, OK
• 2006-06-22 → 2021-07-20
  Investment Strategies, Llc
  Oklahoma City, OK
  Oklahoma City, OK
• 2007-01-19 → 2008-01-10
  Brookstone Capital Management Llc
  Wheaton, IL
• 2005-05-26 → 2005-08-12
  Blue Vase Securities, Llc
  Oklahoma City, OK

Other Businesses

1)Bertrand Retirement Solutions, LLC; INVESTMENT RELATED; 9909 South Pennsylvania Ave, OKC, OK 73159; INSURANCE SERVICES; Insurance Agent; 01/2000; 30 hours per month devoted to this business with 30 hours during securities trading hours; recommend insurance products for client's retirement plan. 2)Bertrand Longhorn & Equestrian, L.L.C; NOT-INVESTMENT RELATED; Oklahoma City, OK 73159; Ranch Management; Owner; 01/2000; 60 hours per month devoted to this business with 5 hours during securities trading hours;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-23

Other Names

• Carrie Elizabeth Short