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9909 S. Pennsylvania Ave., Oklahoma City, OK 73159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-12 |
Branch Locations
9909 S. Pennsylvania Ave., Oklahoma City, OK 73159 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Strategies, Llc | Oklahoma City | OK | 01/2009 | Present |
| Bertrand Retirement Solutions, Llc | Oklahoma City | OK | 01/1998 | Present |
| Bertrand Investment Strategies, Llc | Oklahoma City | OK | 05/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-14 |
| S66 | Uniform Combined State Law Examination | 1998-09-30 |
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