Additional Information

  • Financial Advisors & Planners

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    08:00 AM - 05:00 PM
    Tuesday
    08:00 AM - 05:00 PM
    Wednesday
    08:00 AM - 05:00 PM
    Thursday
    08:00 AM - 05:00 PM
    Friday
    08:00 AM - 05:00 PM
    Saturday
    Closed

About Us

  • Jill Bertke, an independent financial advisor with LPL Financial, has almost 20 years of experience in the financial industry. Jill specializes in long term care, investment selection/analysis, and personal financial planning. Prior to joining LPL in 2004, Jill worked as a financial paraplanner in the Falls Church, Virginia office of AXA Advisors. She has a Bachelor's Degree in Finance and minors in Economics and Mathematics from the University of Southern Indiana. She holds the Series 7 Securities Registration with LPL Financial and Series 66 Securities Registration with Wealthcare Advisory Services as well as Life & Health Insurance licenses. She is a current member of the Financial Planning Association and pursing her CFP designation.

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