John Bergstrom, financial advisor Edina MN

John Bergstrom

CRD Number: 1957994
Current Firm: Cardinal Wealth Advisors, LLC

John Bergstrom (CRD# 1957994) is an Investment Advisor Representative working at Cardinal Wealth Advisors, LLC in Edina, MN and has over 28 years of experience in the finance industry. John Bergstrom 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.

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Professional Designations
Company Name Location Dates Years
Cardinal Wealth Advisors< LLC Edina, MN Jan 2005 - Current 19
United States Navy Reserves Minneapolis, MN Sep 1998 - Current 25
John R. Bergstrom, Sole Proprietor Edina, MN Mar 1997 - Current 27
Cardinal Wealth Advisors, LLC Edina, MN Aug 2009 - Dec 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for John R. Bergstrom
Phone Number: 952-746-4700
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $194,949
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

MN, TX

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