Grace Ann Bertsche

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2026 → Present
  Integrated Advisors Network, Llc
  Dallas, TX
• 02/2024 → Present
  Capital City Financial Partners
  Columbia, SC
• 08/2022 → 12/2025
  University Of South Carolina
  Columbia, SC
• 08/2020 → 08/2022
  Southern Baking Specialty Bakers
  Greer, SC
• 08/2018 → 06/2022
  Eastside High School
  Taylors, SC
• 08/2016 → 06/2018
  Northwood Middle School
  Taylors, SC

Other Businesses

1. Capital City Financial Partners; investment-related; 6208 Garners Ferry Rd., Suite A, Columbia, SC 29209; DBA; Associate Financial Advisor; 02/2024; hours and duties in line with advisory services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-05

Other Names

• Gracie Bertsche
• Grace Bertsche