Janelle Bergstrom, financial advisor Portland OR

Janelle Bergstrom

CRD Number: 2808726
Current Firm: Waddell & Reed

Janelle Bergstrom (CRD# 2808726) is an Investment Advisor Representative working at Waddell & Reed in Portland, OR and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Maxem, Inc. Vancouver, WA Apr 2014 - Current 6
Janelle R Bergstrom - Para-planner Camas, WA Jan 2010 - Current 10
Ian Borgstedt Vancouver, WA Mar 1999 - Current 21
Various Insurance Carriers For W&r Insurance Agencies Camas, WA Nov 1996 - Current 23
Waddell & Reed, Inc. Vancouver, WA Oct 1996 - Current 23
Rental Home Camas, WA Feb 2012 - Dec 2017 5
Janelle Bergstrom Camas, WA Apr 1994 - Aug 2010 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1996
Contact Info for Janelle R. Bergstrom
Phone Number: 913-236-2000
Registered State(s):
  • AK
  • CA
  • CO
  • FL
  • ID
  • IA
  • MD
  • NE
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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