Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
25yrs
Robert Eric Bertman
Financial advisor at Focus Partners Wealth
At a glance
Experience25 years (since 2001)
How that compares ?Top 20% by experience in St, Louis
Office8182 Maryland Avenue Suite 500, St, Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- Jun 2024 – Jul 2024Buckingham Strategic Wealth, LLCPreviously
- 2008 – 2015Eidelman Virant CapitalPreviously
Questions to ask Robert
Tailored to Robert’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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Focus Partners Wealth at (314) 725-0455 and ask for Robert Eric Bertman. Robert works from the St, Louis, MO office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. Top 20% by experience in St, Louis.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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