Brennen Bergdahl (CRD# 6515639) is an Investment Advisor Representative working at Cwm, LLC in Cando, ND and has over 8 years of experience in the finance industry. Brennen Bergdahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1432349
Cetera Investment Advisers LLC
CRD# 7654270
Cwm, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Sep 2018 - Current | 5 |
| First State Bank Of Condo | Cando, ND | Sep 2018 - Current | 5 |
| United Valley Bank | Cando, ND | Sep 2018 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Sep 2018 - Current | 5 |
| Premier Wealth Management Group | Cando, ND | Aug 2015 - Current | 8 |
| Horizon Financial Bank | Cando, ND | Sep 2018 - Dec 2023 | 5 |
| Cornerstone Banks | Cando, ND | Sep 2018 - Dec 2021 | 3 |
| Lpl Financial | Grand Forks, ND | Aug 2015 - Sep 2018 | 3 |
| University Of North Dakota | Grand Forks, ND | Jun 2011 - Jun 2015 | 4 |
| Congressman Kevin Cramer | Washington, ND | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- ND
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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