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Brian Harold Kertz

WCM, INC.·BLAINE, Minnesota
SIE, Series 7, Series 24, Series 55, Series 63, Series 65Clean record12 years registeredWCM, 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. · 12 years registered
Brand Profile
Not yet started
01

Career History

JONES KERTZ & ASSOCIATES, INC.
Jan 2014 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Series 65
Registration record
First registered · January 17, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JONES KERTZ & ASSOCIATES, INC.
CRD 104976 · SEC 801-112613
AUM
$181M
Regulatory assets under management
Employees
4
45 client accounts
Services offered by JONES KERTZ & ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JONES KERTZ & ASSOCIATES, INC. →
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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
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Research
Advisor Fees in MinnesotaNational Fee Analysis
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