Paul Bertsch

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Akron, OH
• 11/2016 → 09/2020
  Wells Fargo Clearing Services, Llc
  Akron, OH
• 09/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Akron, OH

Previous Registrations

• 2008-01-01 → 2020-09-04
  Wells Fargo Clearing Services, Llc
  Akron, OH
  Hilton Head Island, SC
  Hilton Head Island, SC
• 2007-01-17 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fairlawn, OH
  St. Louis, MO

Other Businesses

1004 PARTNERS LLC COA, NOT INV RELATED, HILTON HEAD ISLAND, SC, PRESIDENT, START 1/1/1985, 1.5 HOURS PER MONTH, 1 HOUR DURING TRADING, DICUSSING PROPERTY MANAGEMENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-19

Other Names

• Paul A Bertsch
• Paul Anthony Bertsch