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Bertler, Jim

Agency: North Eastern Wisconsin Agency (Green Bay Agency)

Designations: LUTC

Business Phone: 920-434-0464

Mobile/Alt Phone: 800-242-2430

Business Fax: 920-432-8997

Location: 200 S. Washington Street
Suite 300
Green Bay, WI 54301


About Advisor

  • Member of St. Benedict's Parish in Suamico, Wis.
  • Worked in insurance industry for 23 years prior to joining Catholic Financial Life (then Catholic Knights)
  • Wife, Pamela, and three children - Greg, Joey and Christie

Services Offered

  • Retirement income
  • Estate planning
  • Wealth maximization
  • Mortgage protection
  • Family protection
  • Charitable giving
  • Business continuation

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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