Andrew Joseph Bertke
Investment Adviser Representative at Barnes Dennig Private Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Joseph Bertke is an investment adviser representative with Barnes Dennig Private Wealth Management, LLC in Cincinnati, OH, where they have been registered since 2024. They have worked in the securities industry since 2017 and were previously registered with Biechele Royce Advisors, Inc. They are registered to provide investment advice in Florida, Indiana, Kentucky, and Ohio.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Indiana, Kentucky, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Barnes Dennig & Co.Jan 2014 – no end date reportedCincinnati, OH
- Biechele Royce AdvisorsNov 2017 – no end date reportedCrestview Hills, KY
- Barnes Dennig Private Wealth ManagementJul 2024 – no end date reportedCrestview Hills, KY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Barnes Dennig Private Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- $0 – $1,000,0001.35%
- $1,000,000.01 – $2,000,0001.25%
- $2,000,000.01 – $3,000,0000.90%
- $3,000,000.01 – $5,000,0000.70%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-130851
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Barnes Dennig Private Wealth Management, LLC
2 other advisors in the directory
Similar advisors in Cincinnati, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Joseph Bertke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched