Beverly Jayne Bertram

Current Employers

Bertram Financial Advisor Services

229 High St, Mineral Point, WI 53565 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-01-10

WI RA
APPROVED

Since 2024-01-10

Branch Locations

229 High St, Mineral Point, WI 53565 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bertram Financial Advisor Services Llc	Dodgeville	WI	06/2008	Present
Bertram Financial Group	Dodgeville	WI	10/2004	Present

06/2008 → Present

Bertram Financial Advisor Services Llc

Dodgeville, WI
10/2004 → Present

Bertram Financial Group

Dodgeville, WI

Other Businesses

SELF-EMPLOYED D/B/A BERTRAM FINANCIAL GROUP; NON-INVESTMENT RELATED; INSURANCE SERVICES; INSURANCE AGENT; 06/1992; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-01-26

S65 Uniform Investment Adviser Law Examination

2008-01-26

View on SEC IAPD

Current Employers

Bertram Financial Advisor Services

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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