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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcy? Claim Your ProfileDarcy Bergen is an Investment Advisor Representative at AE Wealth Management, LLC, and has been in the industry since 2003. Darcy Bergen is registered with the state of Arizona, California and Texas and specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Darcy Bergen is associated with AE Wealth Management, LLC, which has a main office in Topeka, Kansas.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
11/13/2023 - Present
AE Wealth Management, LLC (Peoria AZ)
IA
Issued 08/24/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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