Nicholas Wesley Bertell
Investment adviser representative at Redwood Coast Financial Partners
13 yearsExperience
5 statesRegistered in
ChFC®Designation
$151.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Redwood Coast Financial PartnersJun 2011 to now
- Cetera Advisor Networks LLCSep 2019 to May 2021
- Summit Financial Group IncMay 2008 to May 2021
- Summit Brokerage Services IncMay 2008 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, NJ, NV, TX).
Redwood Coast Financial Partners
$151.8MAssets managed
995Clients
2Advisers
5 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
- 5386765
- Firm CRD
- 226560