Unclaimed Profile

Nicholas Wesley Bertell

REDWOOD COAST FINANCIAL PARTNERS·EUREKA, California

SIE, Series 7, Series 24, Series 31, Series 66ChFC18 years registeredREDWOOD COAST FINANCIAL PARTNERS

923 3RD STREET, EUREKA, CA 95501CRD# 5386765Firm CRD# 226560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Wesley Bertell · EUREKA, CA

Registration

CRD #5386765 · REDWOOD COAST FINANCIAL PARTNERS · 18 years registered

Brand Profile

Not yet started

Career History

REDWOOD COAST FINANCIAL PARTNERS

Aug 2015 – present

CETERA ADVISOR NETWORKS LLC

May 2021 – May 2021

TURNERSVILLE, NJ

SUMMIT FINANCIAL GROUP INC

May 2008 – May 2021

EUREKA, CA

MORGAN STANLEY & CO., INCORPORATED

Oct 2007 – Apr 2008

EUREKA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · October 25, 2007

Years registered · 18

Professional designation · ChFC

Disclosure History

2014Customer Dispute·Settled

2010Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REDWOOD COAST FINANCIAL PARTNERS

CRD 226560 · SEC 801-121206

AUM

$136M

Regulatory assets under management

Employees

932 client accounts

Services offered by REDWOOD COAST FINANCIAL PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REDWOOD COAST FINANCIAL PARTNERS →

Introduction

Speak with Nicholas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicholas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EUREKA?

Browse all registered financial advisors in EUREKA, California or claim this profile if it's yours.

Browse EUREKA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nicholas Wesley Bertell offer?

Nicholas Wesley Bertell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EUREKA, California for a consultation.

What are Nicholas Wesley Bertell's credentials?

Nicholas Wesley Bertell holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas Wesley Bertell located?

Nicholas Wesley Bertell is based in EUREKA, California, working with REDWOOD COAST FINANCIAL PARTNERS. Their office serves clients in the EUREKA metropolitan area and surrounding communities.

How does Nicholas Wesley Bertell charge for services?

Nicholas Wesley Bertell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDWOOD COAST FINANCIAL PARTNERS?

REDWOOD COAST FINANCIAL PARTNERS has approximately 5 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →