Michael BergquistCRD Number: 1378702
Current Firm: Bergquist Wang, LLC
Michael Bergquist (CRD# 1378702) is an Investment Advisor Representative working at Bergquist Wang, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry. Michael Bergquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|Bergquist Wang, LLC||Santa Barbara, CA||Nov 2012 - Current||4|
|Michael J. Bergquist Financial $ Estate Planning||Santa Barbara, CA||Jun 1986 - Mar 2013||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
Total Assets Under Management122MILLIONS
Total Number of Accounts90ACCOUNTS
Average Account Value$1,357,866
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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