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Nicholas Wesley Bertell

REDWOOD COAST FINANCIAL PARTNERS·EUREKA, California
Clean recordREDWOOD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5386765
Firm CRD# 226560
View on FINRA BrokerCheck →

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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.
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Research
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