Unclaimed Profile

Richard Cole Bertkau

ALTERNA CAPITAL PARTNERS LLC·WILTON, Connecticut

Clean recordALTERNA CAPITAL PARTNERS LLC

15 RIVER ROAD, WILTON, CT 06897CRD# 2573696Firm CRD# 156954

Profile Verification

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

Identity

Richard Cole Bertkau · WILTON, CT

Registration

CRD #2573696 · ALTERNA CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Cole Bertkau is a registered financial advisor based in WILTON, Connecticut, affiliated with ALTERNA CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Richard

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

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

Firm Overview

Firm

ALTERNA CAPITAL PARTNERS LLC

AUM

$584M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALTERNA CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2573696

Firm CRD# 156954

View on FINRA BrokerCheck →

Looking for a financial advisor in WILTON?

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

Browse WILTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Cole Bertkau offer?

Richard Cole Bertkau specializes in Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.

What are Richard Cole Bertkau's credentials?

Richard Cole Bertkau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Cole Bertkau located?

Richard Cole Bertkau is based in WILTON, Connecticut, working with ALTERNA CAPITAL PARTNERS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Richard Cole Bertkau charge for services?

Richard Cole Bertkau's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTERNA CAPITAL PARTNERS LLC?

ALTERNA CAPITAL PARTNERS LLC has approximately 10 employees and manages $584M 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 →