BBB Business Review
BBB Accredited Business since
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This company offers retirement planning and investment resource services.
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A BBB Accredited Business since
BBB has determined that Rose Bertram, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Rose Bertram, LLC include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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|Problems with Product/Service||0|
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
Fax Number: 202-942-9634
Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office
Type of Entity
Limited Liability Company (LLC)
Business ManagementMs. Rose Bertram, Owner Ms. Tina Streblow, Director of Operations
Retirement Planning Service Financial Planning Consultants Insurance - Accident & Health Insurance - Life Insurance - Long Term Care Insurance - Disability Investment Advisory Service Investment Advice (NAICS: 523930)