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Brian Harold Kertz

WCM, INC.·BLAINE, Minnesota
Clean recordWCM, INC.
9298 CENTRAL AVE NE, BLAINE, MN 55403CRD# 2464023Firm CRD# 104976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Harold Kertz · BLAINE, MN
Registration
CRD #2464023 · WCM, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Harold Kertz is a registered financial advisor based in BLAINE, Minnesota, affiliated with WCM, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JONES KERTZ & ASSOCIATES, INC.
JONES KERTZ & ASSOCIATES, INC.
AUM
$181M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JONES KERTZ & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2464023
Firm CRD# 104976
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Harold Kertz offer?
Brian Harold Kertz specializes in Investment Management, Fee-Only Advisory. Contact their office in BLAINE, Minnesota for a consultation.
What are Brian Harold Kertz's credentials?
Brian Harold Kertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Harold Kertz located?
Brian Harold Kertz is based in BLAINE, Minnesota, working with WCM, INC.. Their office serves clients in the BLAINE metropolitan area and surrounding communities.
How does Brian Harold Kertz charge for services?
Brian Harold Kertz'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 WCM, INC.?
WCM, INC. has approximately 4 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WCM, INC.

Linda Sue Wilke
BLAINE, MN
Margaret Florence Jones
MINNEAPOLIS, MN
Rose Marie Hanson
MINNEAPOLIS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
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Research
Advisor Fees in MinnesotaNational Fee Analysis
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