Professional Background
William D. Bertran is an Investment Advisor Representative who has served in the financial industry for 34 years. After earning his BA in Management and Finance from the University of Northern Iowa in 1990, Bill jumped straight into the world of financial services. He’s always had a heart for helping people, and he’s built his career around guiding families and small businesses through retirement planning, insurance decisions, and college funding, supporting them with objective advice they can trust.

Education & Designations

• BA in Management and Finance, University of Northern Iowa, 1990

Community & Service
Faith is an important part of who he is, and he’s grateful to serve as an elder at his church.

Personal Life
Bill and his wife, Colette, make their home in Webster City, Iowa, where they raised their two daughters, Maddie and Marie. Family is at the center of Bill’s life, and he treasures time spent with his daughters, grandchildren, and loved ones. Outside of work, you can often find him at Bible study, traveling, hunting, fishing, or watching wrestling.

Advisor Insight
“One piece of financial advice that can benefit anyone—whether you’re a young professional, retiree, pre-retiree, or business owner—is discipline. Discipline is the foundation of financial stability and long-term success. Start each day with an attitude of gratitude; it helps keep your priorities grounded and your decisions clear. Remember that growth often comes after failure—don’t be afraid to step out of your comfort zone. Whether it’s learning a new skill, adjusting your financial habits, or embracing new opportunities, pushing yourself to grow builds resilience and confidence. Over time, these habits create a strong financial foundation that supports both your goals and your peace of mind.”