Dean
Bertsch

Cwm, LLC

CRD#2331961
Investment Advisor
in Sioux Falls, SD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dean Bertsch is a financial advisor working in Sioux Falls, South Dakota with a total of 5 years of industry experience. Bertsch is on the advisory team at Cwm, LLC. During their career, the advisor has held roles at Cetera Advisor Networks LLC, Lpl Financial LLC, Cetera Advisor Networks and Cwm, LLC. Bertsch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in South Dakota and Texas. Cwm, LLC is a firm that has its headquarters in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 financial advisors. It administers $20 billion in total assets across its 96,956 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth clients who have greater than $1 million in investable assets. Cwm, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Cwm, LLC likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

612 E Tan Tara Cir #100
Sioux Falls, SD 57108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

SD Average: $1,978,216,465
Total Number of Employees

1,111

SD Average: 226
Total Number of Accounts

96,956

SD Average: 7,467
Average Account Size

$205,697

SD Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Dean Bertsch Work History

Dean has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cetera Advisor Networks

2018 - Present (6 years)

Cwm, LLC

2014 - 2018 (4 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

*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 Dean 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 Cwm, LLC

Jason Juhl
Omaha, NE
Daniel Streetman
Omaha, NE
Randy Harrison
Omaha, NE
Derek Pesta
Omaha, NE
Jaymon Meikle
Omaha, NE
Clifford York
Vincennes, IN
Camille Koppenberg
Omaha, NE
Benjamin Rosholt
Omaha, NE

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started