Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Kerri Bergman (CRD# 4453433) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Troy, OH and has over 14 years of experience in the finance industry. Kerri Bergman 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.
Jonathan Coomer (CRD# 2669462) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, OH and has over 20 years of experience in the finance industry.