Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Bergmann is a financial advisor who has been in the industry since January 2016. Michelle is currently registered with United Planners' Financial Services of America A Limited Partner and holds registrations in both Arizona and Wisconsin. Michelle has previously worked with PFS Investments Inc., Woodbury Financial Services, Inc., and SII Investments, Inc. Michelle has a diverse background, having worked in a variety of roles in the financial services industry. Michelle is also involved in the community, serving as a treasurer for the Marathon County Literacy Council. Michelle specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Michelle has a strong commitment to helping her clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/09/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WI
03/21/2020 - 12/31/2020
PFS INVESTMENTS INC. (WAUSAU WI)
WI
11/03/2017 - 03/26/2018
WOODBURY FINANCIAL SERVICES, INC. (WAUSAU WI)
WI
06/21/2013 - 11/03/2017
SII INVESTMENTS, INC. (WAUSAU WI)
BOTH
Issued 07/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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