Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Bergstrom is an investment advisor representative with Focus Financial. William Bergstrom has been working in the financial industry since September 24, 1984. William Bergstrom is registered with the state of Minnesota and Texas as an investment advisor representative and the state of Louisiana as an investment advisor. William Bergstrom is also a registered representative in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
08/27/2005 - Present
Focus Financial (MINNEAPOLIS MN)
MN
08/05/1994 - 04/21/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
09/25/1984 - 08/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/1984 - 08/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/25/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
BC
Issued 08/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Bergstrom is the right advisor for you? Invested Better is here to help.
