AdvisorOS Directory
Claim Profile
CB

Christian Cameron Bertelsen

THINKBETTER LLC·SARASOTA, Florida
Series 7Series 65Series 63
Unclaimed Profile
1924 SOUTH OSPREY AVENUE, SARASOTA, FL 34239CRD# 824100Firm CRD# 300530
01

About

Christian Cameron Bertelsen is a registered financial advisor based in SARASOTA, Florida, affiliated with THINKBETTER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
THINKBETTER GROUP LLC
THINKBETTER
AUM
$174M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THINKBETTER GROUP LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 824100
Firm CRD# 300530
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SARASOTA?

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

Browse SARASOTA 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 Christian Cameron Bertelsen offer?
Christian Cameron Bertelsen specializes in Investment Management, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Christian Cameron Bertelsen's credentials?
Christian Cameron Bertelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christian Cameron Bertelsen located?
Christian Cameron Bertelsen is based in SARASOTA, Florida, working with THINKBETTER LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Christian Cameron Bertelsen charge for services?
Christian Cameron Bertelsen'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 THINKBETTER LLC?
THINKBETTER LLC has approximately 3 employees and manages $174M 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 SARASOTA
David Ryan Thompson — J. L. BAINBRIDGE & CO., INC.Joseph Patrick Walsh — WALSH & ASSOCIATES, LLCRobert Eric Rice — EULAV ASSET MANAGEMENTPhillip Quinn Couture — COUTURE FINANCIAL INC.Justin Bailey — MONORAIL SECURITIES LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile