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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Wergeland is a financial advisor with LPL Financial LLC, a large independent broker-dealer. Bryce is registered to provide investment advice in 17 states, including Minnesota, Texas, and California. Bryce specializes in financial planning, portfolio management, and retirement planning. Bryce has been in the financial services industry since 2006 and has extensive experience working with both individuals and businesses. Previously, Bryce has worked with other firms including NRP Financial, Inc., Princor Financial Services Corporation and Workman Securities Corporation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
03/19/2013 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
06/03/2010 - 11/30/2010
NRP FINANCIAL, INC. (EDEN PRAIRIE MN)
MN
06/30/2008 - 06/07/2010
PRINCOR FINANCIAL SERVICES CORPORATION (EDEN PRAIRIE MN)
MN
09/18/2006 - 07/01/2008
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
DC
01/01/2006 - 09/26/2006
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
BOTH
Issued 05/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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