Jeffrey Alan Bettermann
Investment adviser representative at Advisor Share Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 yearsFirm in business
Are you Jeffrey Alan Bettermann? 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Advisor Share Wealth Management, LLCJan 2025 to now
- Peace of Mind Planning LLCJan 2023 to now
- Peace of Mind Wealth ManagementAug 2022 to now
- AdvisorshareMar 2021 to now
- Peace of Mind Wealth ManagementDec 2021 to Jan 2022
- Pom PlanningMar 2021 to Jul 2022
- W&s Brokerage ServicesJul 2020 to Mar 2021
- Western Southern LifeFeb 2020 to Feb 2021
- UnemployedSep 2019 to Feb 2020
- WyndamMar 2019 to Aug 2019
- Cuso Financial Services, LPMar 2018 to Mar 2019
- Suncoast Federal Credit UnionJan 2012 to Feb 2018
- Cuna Brokerage Services, Inc.Jan 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NV).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 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
- 4515151
- Firm CRD
- 307997