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Anna Marie Bertrand

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

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Location

3555 South Culpepper Circle, Suite 100, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anna is an insurance agent since 2018, selling life, health, and annuity insurance, which takes nearly full-time. She also works as a welder/painter for Mr Metal Railings, working a few hours per week.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
May 2023 - Present · 2 yrs 9 mos
Mutual of Omaha Investor Services, INC.
May 2019 - Present · 6 yrs 9 mos
Mutual of Omaha Investor Services, INC.Broker
May 2019 - Present · 6 yrs 9 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna Marie Bertrand - Financial Advisor | TrueAdvisor