# BERTRAM FINANCIAL ADVISOR SERVICES

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

## Registration

- CRD: 147987
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147987/similar
- Related entities: https://search.stillhousedata.com/firm/147987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147987

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.