Frank
Bertsch
Mariner Platform Solutions
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About this Advisor
Frank Bertsch is a financial advisor based out of Dubuque, Iowa with 1 year of industry experience. Bertsch works at Mariner Platform Solutions. Their career trajectory has included roles at Los Angeles Kings Hockey Club, Mariner Platform Solutions, Intersect Wealth Advisors, LLC, Iowa Wild Hockey Club and St. Cloud University. Bertsch has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Iowa. Mariner Platform Solutions is an advisory company that has its headquarters in Leawood, KS. The firm has offices in 33 locations and a total of 75 advisors. It handles $3 billion in assets among its 6,916 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 6,916 customer accounts, 37% are associated with high-net-worth clients who have more than $1 million in assets. The firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely depend on which services are offered. However, fees billed by Mariner Platform Solutions likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
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
Frank has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Intersect Wealth Advisors, LLC
Los Angeles Kings Hockey Club
Los Angeles Kings Hockey Club
Iowa Wild Hockey Club
St. Cloud University
*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 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 Platform Solutions
Athens, GA
Wimberley, TX
East Greenwich, RI
Leawood, KS
Bellingham, WA
Hollywood, FL
Stevens Point, WI
Brookline, MA
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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