Bergland Wealth Management, Inc.

Bergland Wealth Management, Inc. (CRD# 116513) is a financial advisory firm headquartered in Ridgeland, MS. They manage $39,253,243 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $245,333
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, TX

Financial Advisors at Bergland Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Tiffany B. Ballard
CRD#: 4521298
1000 Highland Colony Pkwy, Building 5201, 2nd Floor, Suite 5203, Ridgeland, MS 39157
103
Wealthminder
score

Tiffany Ballard (CRD# 4521298) is an Investment Advisor Representative working at Bergland Wealth Management, Inc. in Ridgeland, MS and has 14 years of experience in the finance industry. Tiffany Ballard 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
John E. Bergland
CRD#: 1004366
574 Highland Colony Pkwy, Ste 320a, Ridgeland, MS 39157
96
Wealthminder
score

John Bergland (CRD# 1004366) is an Investment Advisor Representative working at Bergland Wealth Management, Inc. in Ridgeland, MS and has over 29 years of experience in the finance industry. John Bergland 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.

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