Rachael BergmanCRD Number: 5917626
Current Firm: Ameriprise Financial Services, Inc.
Rachael Bergman (CRD# 5917626) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Worthington, OH and has over 2 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Ameriprise Financial||Worthington, OH||May 2012 - Current||4|
|Ameriprise Financial||Columbus, OH||Apr 2011 - May 2012||1|
|The Ohio Regional Training Center||Columbus, OH||Apr 2011 - Apr 2012||1|
|Earth 316 LLC||New York, NY||Apr 2010 - Feb 2011||< 1|
|Rockit Bar & Grill||Chicago, IL||May 2009 - May 2010||1|
|Loyola University Of Chicago||Chicago, IL||Aug 2006 - Dec 2009||3|
|Beacon Street Gallery||Chicago, IL||May 2008 - Aug 2008||< 1|
|Henry W Bergman Inc.||Genoa, OH||May 2002 - Aug 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV