BBB Accredited Business Profile

Rose Bertram, LLC

Rose Bertram, LLC

(920) 922-9720

Rose Bertram, LLC

21 years in business
19 E First St
Fond Du Lac, WI 54935-4201
Fax Numbers
  • (920) 922-9725
BBB File Opened: 06/04/2010
Business Started: 01/01/1996
Business Started Locally: 01/01/1996
Business Incorporated: 02/02/2005 in WI
Type of Entity
Limited Liability Corporation
Business Management
  • Ms. Rose Bertram, Owner
  • Ms. Tina Faye Moore, Director of Client Services
Contact Information
  • Principal: Ms. Rose Bertram, Owner
Business Category
  • Retirement Planning Service
  • Financial Planning Consultants
  • Insurance - Accident & Health
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Disability
  • Investment Advisory Service
  • NAICS: Investment Advice

Alternate Business Names
  • Rose Bertram LLC, The Fond du Lac Area Retirement Planning and Investment Resource
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.



This company offers retirement planning and investment resource services.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Rose Bertram, LLC

Rose Bertram, LLC


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