Harry Bradley 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

• 01/2009 → Present
  Investment Strategies, Llc
  Oklahoma City, OK
• 01/1998 → Present
  Bertrand Retirement Solutions, Llc
  Oklahoma City, OK
• 05/2023 → Present
  Bertrand Investment Strategies, Llc
  Oklahoma City, OK

Previous Registrations

• 2009-05-11 → 2024-12-31
  Investment Strategies, Llc
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

BERTRAND RETIREMENT SOLUTIONS, LLC; INV RELATED; OKLAHOMA CITY, OK; INSURANCE SERVICES; CO-FOUNDER/CEO/INSURANCE AGENT; 01/1998; Approx. 25% OF TIME SPENT IN THIS BUSINESS. INVESTMENT STRATEGIES, LLC; INV REL; OKLAHOMA CITY, OK; IAR OF RIA; APPROX. 25% OF TIME IN THIS PRACTICE. GET-E-UP, L.L.C.; NON-INVESTMENT RELATED; BLANCHARD OK; FEED STORE; MEMBER; 06/2005; APPROX. 20 HRS/MO. SPENT IN THIS BUSINESS; OVERSEE PERFORMANCE. BLANCHARD FARMSTAY, L.L.C.; NON-INVESTMENT RELATED; BLANCHARD OK; BED & BREAKFAST; PROPRIETOR; 01/2004; APPROXIMATELY 10 HRS/MO SPENT IN THIS BUSINESS; LAWN AND GARDEN UPKEEP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-14
• S66 Uniform Combined State Law Examination
  1998-09-30

Other Names

• H Bradley Bertrand
• Brad Bertrand
• Bradley Bertrand