Keith A Gertsen
Investment adviser representative at Bitterroot Capital Advisors LLC
16 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business
Are you Keith A Gertsen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Bitterroot Capital Advisors LLCJul 2024 to now
- Citi Global MarketsMay 2010 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MT).
Bitterroot Capital Advisors LLC
$1.8BAssets managed
20Clients
2Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289103
- Firm CRD
- 109088