Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Lynn Bergman is a financial advisor who is registered with Purshe Kaplan Sterling Investments and has been working in the financial services industry since February 15, 2017. Krista Lynn Bergman has a Series 7, Series 63, and Series 65 license. Krista Lynn Bergman is registered in Minnesota and Wisconsin. Krista Lynn Bergman is currently employed at Purshe Kaplan Sterling Investments and is also a Registered Representative of Purshe Kaplan Sterling Investments. Krista Lynn Bergman was previously employed at Thrivent Investment Management Inc.
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.
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.
1
2
MN
04/09/2021 - Present
Purshe Kaplan Sterling Investments (Lake Elmo MN)
WI
12/14/2016 - 02/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Hudson WI)
IA
Issued 05/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Krista Bergman is the right advisor for you? Invested Better is here to help.
