John C Berschback

Current Employers

Medvest Wealth Management, Llc

Altoona, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2022-10-26

WI RA
APPROVED

Since 2022-10-26

Branch Locations

Altoona, WI • 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
Medvest Wealth Management, Llc	Altoona	WI	09/2022	Present
Medvest Wealth Management, Llc	Altoona	WI	06/2022	Present
Chippewa Valley Orthopedics And Sports Medicine	Chippewa Valley	WI	09/2013	Present
John Berschback	Altoona	WI	02/2023	Present

09/2022 → Present

Medvest Wealth Management, Llc

Altoona, WI
06/2022 → Present

Medvest Wealth Management, Llc

Altoona, WI
09/2013 → Present

Chippewa Valley Orthopedics And Sports Medicine

Chippewa Valley, WI
02/2023 → Present

John Berschback

Altoona, WI

Other Businesses

Chippewa Valley Orthopedics and Sports Medicine; Chippewa Valley, WI; Not Investment Related; Physician/Owner; Medical Office; Approximately 160 hours per month spent; Started 09/2013. Sole Proprietor; Investment related; Altoona, WI, Insurance sales/referrals; started 02/2023; approximately 1% of time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-10

S65 Uniform Investment Adviser Law Examination

2022-03-10