AdvisorOS Directory
Claim Profile
NB

Nicholas Wesley Bertell

REDWOOD COAST FINANCIAL PARTNERS·EUREKA, California
Unclaimed Profile
923 3RD STREET, EUREKA, CA 95501CRD# 5386765Firm CRD# 226560
01

About

Nicholas Wesley Bertell is a registered financial advisor based in EUREKA, California, affiliated with REDWOOD COAST FINANCIAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REDWOOD COAST FINANCIAL PARTNERS
REDWOOD COAST FINANCIAL PARTNERS
AUM
$136M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at REDWOOD COAST FINANCIAL PARTNERS →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5386765
Firm CRD# 226560
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 →
Other advisors in EUREKA
John Christian Gloor — PREMIER FINANCIAL GROUP INCCharles Ronald Ross — PREMIER FINANCIAL GROUP INCGinger Lynn Weber — PREMIER FINANCIAL GROUP INCBruce Anderson Smith — PREMIER FINANCIAL GROUP INCWayne Oliver Caldwell — PREMIER FINANCIAL GROUP INC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile