Michael Bergman (CRD# 2397138) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frisco, TX and has over 30 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Prosper, TX | Sep 2021 - Current | 2 |
| State Farm Vp Management Corp | Prosper, TX | Apr 2021 - Current | 3 |
| Mike Bergman Insurance | Prosper, TX | Jan 2019 - Current | 5 |
| State Farm Investment Management Corp. | Frisco, TX | Aug 2018 - Jan 2020 | 1 |
| State Farm Vp Management Corp | Frisco, TX | Mar 2017 - Jan 2020 | 2 |
| Michael Bergman Insurance Agency | Frisco, TX | Mar 2017 - Jan 2019 | 1 |
| Michael Bergman Insurance Agency | Carrollton, TX | Apr 2007 - Mar 2017 | 9 |
| State Farm Vp Management Corp | Carrollton, TX | Apr 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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