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Michelle Bertram

Investment Advisor Representative


Investment Advisor Representative, is a well-known Financial Educator, Speaker, Author and Wealth Planner. She shares her financial wisdom as a regular guest on radio, including WEKZ-FM. Michelle is a top rated presenter at universities, including the University of Wisconsin Platteville. She shows retirees and pre-retirees how to avoid the biggest Retirement Pitfalls. As a Financial Educator, she has instructed many groups of pre-retirees, including employees of John Deere, Land’s End, Wisconsin State and the Federal government. Michelle lives with her two adopted sons, Asa and Asher in Mineral Point.

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