Anders Bergh, financial advisor Portage 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.
CONTACT
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Company Name Location Dates Years
Pruco Securities, LLC Portage, MI May 2010 - Current 10
The Prudential Insurance Company Of America Portage, MI May 2010 - Current 10
Ashcom Technologies, Inc. Ann Arbor, MI Sep 2004 - Oct 2010 6
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Jul 2010
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Anders E. Bergh
Phone Number: 800-235-7637
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, 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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