Michelle Bergmann
CRD Number: 4953063Current Firm: United Planners' Financial Services Of America A Limited Partner
Michelle Bergmann (CRD# 4953063) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Aug 2021 - Current | 2 |
| Michelle Bergmann | Wausau, WI | Jul 2021 - Oct 2023 | 2 |
| Michelle Bergmann | Wausau, WI | Aug 2013 - Nov 2021 | 8 |
| Wipfli LLP | Wausau, WI | Apr 2019 - Aug 2021 | 2 |
| Pfs Investments Inc. | Wausau, WI | Mar 2020 - Dec 2020 | < 1 |
| Bradle Tax Services | Wausau, WI | Apr 2018 - Apr 2019 | 1 |
| Woodbury Financial Services Inc. | Wausau, WI | Nov 2017 - Apr 2018 | < 1 |
| Brickheimer Planners | Wausau, WI | Sep 2012 - Apr 2018 | 5 |
| Sii Investments | Wausau, WI | Aug 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- AZ
- WI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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