Nicholas
Bertell

Redwood Coast Financial Partners

CRD#5386765
Investment Advisor
in Eureka, CA

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About this Advisor

Nicholas Bertell is a chartered financial consultant operating out of Eureka, California, with 8 years of relevant experience. Bertell is currently employed by Redwood Coast Financial Partners. Their career trajectory has included roles at Summit Brokerage Services Inc, Summit Financial Group Inc, Redwood Coast Financial Partners and Cetera Advisor Networks LLC. Bertell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Nevada, New Jersey and Texas. Redwood Coast Financial Partners is a financial advisory firm headquartered in Eureka, CA. The company has offices in three locations and a total of six financial advisors. It controls $124 million in assets between its 930 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises one charitable organizations. Redwood Coast Financial Partners performs a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees billed by Redwood Coast Financial Partners typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

923 3Rd Street
Eureka, CA 95501

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Redwood Coast Financial Partners Brokerage Details

Total Assets Under Management

$123,868,000

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

930

CA Average: 3,727
Average Account Size

$133,191

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Nicholas Bertell Work History

Nicholas has been registered as a financial advisor for 8 years.*

2011 - Present (13 years)

Redwood Coast Financial Partners

2021 - 2021 (< 1 year)

Cetera Advisor Networks LLC

2019 - 2021 (2 years)

Cetera Advisor Networks LLC

2008 - 2019 (11 years)

Summit Brokerage Services Inc

2008 - 2021 (13 years)

Summit Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Bertell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redwood Coast Financial Partners

John Hudson
Blackwood, NJ
Nicholas Bertell
Eureka, CA
Bruce Breckner
Eureka, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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