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Christian Cameron Bertelsen

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christian Cameron Bertelsen · SARASOTA, FL
Registration
CRD #824100 · THINKBETTER LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

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03

Firm Overview

Firm
THINKBETTER GROUP LLC
THINKBETTER
AUM
$174M
Regulatory assets under management
Employees
3
Total firm employees
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
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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.
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