Rose Bertram is the Financial Advisor that created, cultivated and nurtured the client base in the Fond du Lac market, previously known as Rose Bertram, LLC, The FDL Area Retirement Planning & Investment Resource. Her practice has been acquired by Waypoint Financial Solutions, Inc. and the Fond du Lac office is now known as the Compass Rose Branch as of April 1st, 2023.
Sparked by a previous career in the insurance industry, Rose Bertram recognized a need for a full-service financial planning firm in Fond du Lac. In 2005, she opened Rose Bertram LLC, the FDL Area Retirement Planning & Investment Resource providing comprehensive financial services to people planning for, approaching or already enjoying retirement.
For over 25 years, Rose has proudly served individuals and families with honesty, integrity and respect.
A native of Fond du Lac, Wisconsin, Rose has deep roots in her community. She and her husband Al enjoy spending time with their children and grandchildren.