Blake Bergstrom (CRD# 4651418) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 20 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services LLC | Austin, TX | Jun 2024 - Current | < 1 |
Crescent Advisor Group, Inc. | Dallas, TX | Mar 2007 - May 2024 | 17 |
Crescent Securities Group Inc. | Dallas, TX | Sep 2003 - May 2024 | 20 |
Dominion Investor Services, Inc. | Austin, TX | Apr 2021 - May 2021 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2003 |
S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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