John FrisvoldCRD Number: 6387155
Current Firm: Bergankdv Wealth Management, LLC
John Frisvold (CRD# 6387155) is an Investment Advisor Representative working at Bergankdv Wealth Management, LLC in Bloomington, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Bergankdv Wealth Management, LLC||Bloomington, MN||Nov 2015 - Current||2|
|Trademark Capital Management, Inc.||Watkinsville, GA||Mar 2013 - Nov 2015||2|
|Lurie Besikof Lapidus& Company, LLP||Minneapolis, MN||Oct 2010 - Mar 2013||2|
|Milliman, Inc.||Bloomington, MN||Oct 2008 - Oct 2010||2|
|Principal Financial Group, Inc.||De Moines, IA||May 2005 - Oct 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management1,133MILLIONS
Total Number of Accounts1,446ACCOUNTS
Average Account Value$783,753
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
IA, IL, MN, SD, VA
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