Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
43yrs
Paul Bertsch
Financial advisor at Wells Fargo Advisors
Based in Akron, Ohio, Paul Bertsch is a financial advisor with 43 years of industry experience. Paul has been with Wells Fargo Advisors since 2020; before that, Paul spent a year at A. G. Edwards & Sons. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Ohio
Office875 N Cleveland Massillon Rd, Akron, OH 44333
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2020Wells Fargo Clearing Services, LLCPreviously
- Jan 2007 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Contact Paul
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Paul. 875 N Cleveland Massillon RdAkron, OH 44333Office · Get directions Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Paul
Tailored to Paul’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Paul Bertsch. Paul works from the Akron, OH office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1983, about 43 years. Top 1% by experience in Ohio.
What licenses does Paul hold?
Series 63. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Paul paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience in Akron
Merrill
45yrs
Top 1% by experience in Ohio
Merrill
45yrs
Top 1% by experience in Ohio
Stratos Wealth Partners
44yrs
Top 1% by experience in Akron
EGI Financial
44yrs
Top advisor by experience at EGI Financial