AJ
Andrew Joseph Bertke
CRD 3143337
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Barnes Dennig Private Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Barnes Dennig Private Wealth Management, Llc
Director, Senior Wealth Manager · Less than 5% · Dec 2024
-
Barnes Dennig Private Wealth Management, Llc
Elected Manager · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗