Frank
Bertsch
Mariner Independent
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About this Advisor
Frank Bertsch is a financial advisor based in Dubuque, Iowa, working with Mariner Independent. Frank has previously held positions at Los Angeles Kings Hockey Club, Mariner Platform Solutions, Intersect Wealth Advisors, LLC, Iowa Wild Hockey Club, and St. Cloud University. Frank has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Frank is part of Mariner Independent, which operates out of Dubuque, Iowa. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Frank Bertsch Work History
Mariner Platform Solutions
Intersect Wealth Advisors, LLC
Los Angeles Kings Hockey Club
Los Angeles Kings Hockey Club
Iowa Wild Hockey Club
St. Cloud University
Disclosures
Please visit the SEC profile of Frank Bertsch 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 Mariner Independent
Newport Beach, CA
Florham Park, NJ
Los Angeles, CA
Palos Verdes Peninsula, CA
Ramsey, NJ
Warrenton, VA
Manhattan Beach, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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