BERTRAM FINANCIAL ADVISOR SERVICES

BERTRAM FINANCIAL ADVISOR SERVICES of MINERAL POINT, WI is an SEC-registered investment adviser (CRD 147987).

Registration

• CRD: 147987
• Type: Registered investment adviser
• Location: 229 HIGH ST, MINERAL POINT, WI, 53565
• Phone: 608-987-1511
• Latest filing: 2026-02-13
• Clients: 2

Business model

Compensation: Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147987 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search