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Anders Bergh, financial advisor Kalamazoo MI

Anders Bergh

CRD Number: 5812169
Current Firm: Prudential Financial Planning Services
Compensation Model: Both
Anders Bergh (CRD# 5812169) is an Investment Advisor Representative working at Prudential Financial Planning Services in Portage, MI and has over 5 years of experience in the finance industry.
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Company Name Location Dates Years
Pruco Securities, LLC Kalamazoo, MI May 2010 - Current 13
Prudential Insurance Company Of America Kalamazoo, MI May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Anders E. Bergh
3018 Oakland Dr, Suite A, Kalamazoo, MI 49008
Phone Number: 800-235-7637
Firm Website: http://www.facebook.com/meadowlandfinancialgroupllc/
Registered State(s):
  • MI
  • TX
Current Firm Details
Prudential Financial Planning Services
Firm's CRD Number: 5685
751 Broad Street, Newark, NJ 07102
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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