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Brennen Jon Bergdahl

CWM, LLC

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About Brennen Jon Bergdahl

Brennen Jon Bergdahl is a financial professional with over 7 years of experience in the financial services industry. Brennen is a Registered Representative with CWM, LLC, a SEC Registered Investment Advisory firm that provides portfolio management, financial planning, estate planning, and additional advisory services. Brennen has held previous roles at LPL FINANCIAL LLC, PREMIER WEALTH MANAGEMENT GROUP, First State Bank of Condo, and United Valley Bank. Brennen is also a Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Brennen Bergdahl is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Brennen Bergdahl’s Registration & Firm History

ND

09/27/2018 - Present

CWM, LLC (Cando ND)

ND

08/11/2015 - 10/03/2018

LPL FINANCIAL LLC (GRAND FORKS ND)

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Licenses & Designations

BOTH

Issued 10/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brennen Jon Bergdahl.
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