Mitchell John Bertrand
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$12BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Forvis Mazars Wealth Advisors, LLCMar 2025 to now
- Forvis Wealth Advisors, LLCJun 2022 to now
- Bkd Wealth AdvisorsJun 2019 to May 2022
- Edward JonesJun 2018 to May 2019
- AflacMay 2017 to Sep 2017
- University of Missouri ColumbiaAug 2015 to May 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, UT).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 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
- 6942887
- Firm CRD
- 110905