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515-832-3661

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WHAT MAKES US DIFFERENT

When it comes to choosing an advisor for your family or business finances -
experience matters.
With nearly a century of combined industry expertise, our team has the insight
you need to move forward with confidence.




INDIVIDUAL & FAMILY
FINANCIAL PLANNING

Our advisors will guide you through a process aimed at getting to know you and
your family.

Learn more


SMALL BUSINESS
ADVISORY

You can rely on our team to deliver independent support, custom advice and
tailored solutions.

Learn more


HOW WE HELP

Throughout your lifetime, you will make thousands of financial decisions. Some
will be small and happen daily, while others will be large, once-in-a-lifetime
occurrences. Your long-term financial success will depend on how you respond to
each of these choices. 

At Dawson and Bertran Investment Advisors, our goal is to educate you so you can
make well-informed decisions for yourself, your family and your business. Not
just for today, but for a lifetime.

Whether you need assistance with insurance, college or retirement planning - we
will design a comprehensive strategy that:

 * Assigns the correct level of risk according to your comfort zone
 * Identifies and fills in potential gaps
 * Helps you achieve your short- and long-term investment goals
 * Adapts as your needs change and the markets shift

Above all else, we will advocate for your financial success with persistent,
ongoing guidance, aimed at enhancing your financial outlook and propelling you
toward your goals.


MEET OUR TEAM

BILL BERTRAN

Investment Advisor Representative

515-832-3661

515-832-3667

bill@dawsonbertran.com



ERIC DAWSON

Investment Advisor Representative

515-832-3661

515-832-3667

eric@dawsonbertran.com



TYLER DAWSON, CKA®

Investment Advisor Representative

515-297-4032

tyler@dawsonbertran.com



MICHELLE BLAKE

Account Manager

515-832-3661

515-832-3667

michelle@dawsonbertran.com



BEN RASMUSSEN

Investment Advisor Representative

515-832-3661

ben@dawsonbertran.com



JAMES VAN DIEST, MBA, MFIN

Private Wealth Advisor

515-832-3661

james@dawsonbertran.com



SHAWN BEHRENDSEN

Investment Advisor Representative

1-712-823-3449

515-832-3667

shawn@dawsonbertran.com





CONTACT

Dawson & Bertran Investment Advisors

Office: 515-832-3661

Mobile: 515-297-1581

Fax: 515-832-3667

522 2nd St Suite 1

Webster City, IA 50595

eric@dawsonbertran.com



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Dawson & Bertran Investment Advisors

522 2Nd Street

Webster City, IA, 50595

* Securities and investment advisory services offered through Osaic Wealth,
Inc., member FINRA/SIPC.   Osaic Wealth is separately owned and other entities
and/or marketing names, products or services referenced here are independent of
Osaic Wealth.   Osaic Wealth does not provide tax or legal advice.

Osaic Wealth Registered Representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states (registrations vary by individual representative):  CA, CO, FL, IA, IL,
LA, MN, MO, ND, NV, NY, OH, OK, TX, WA and WI.

We are licensed to sell Insurance Products in the following states: CO, IA.