# Bertram Financial Advisor Services

> Bertram Financial Advisor Services is a state-registered investment advisory firm in Mineral Point, WI, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated February 13, 2026.

- CRD: 147987
- Filed as: BERTRAM FINANCIAL ADVISOR SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mineral Point, WI
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147987
- AdvisorCensus page: https://advisorcensus.com/firm/bertram-financial-advisor-services-mineral-point-wi-147987

## Quick answers

**How is Bertram Financial Advisor Services compensated?**
On its Form ADV (Item 5.E, October 2026), Bertram Financial Advisor Services reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Bertram Financial Advisor Services located?**
Bertram Financial Advisor Services' principal office is in Mineral Point, WI, according to its Form ADV.

**Is Bertram Financial Advisor Services registered with the SEC or a state?**
Bertram Financial Advisor Services is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147987.

**Does Bertram Financial Advisor Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147987

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bertramfinancial.com
- Facebook @BERTRAMFINANCIAL
- LinkedIn @24787430

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bertram Financial Advisor Services (CRD 147987): Form ADV filing data as of October 2026.