Gene Bergmeier (CRD# 7554239) is an Investment Advisor Representative working at Thrive Financial Management in Monument, CO and has over 2 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrive Financial Management LLC | Monument, CO | Jan 2022 - Current | 2 |
| Lockheed Martin | Colorado Springs, CO | Dec 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$55,000
- 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
- Educational seminars/workshops
CO
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