Bradley Bergdahl (CRD# 1432349) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cando, ND and has over 38 years of experience in the finance industry. Bradley Bergdahl 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.
CRD# 6515639
Cwm, LLC
CRD# 7654270
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cwm, LLC | Omaha, NE | Sep 2018 - Current | 5 |
| First State Bank Of Condo | Cando, ND | Sep 2018 - Current | 5 |
| United Valley Bank | Cando, ND | Sep 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2018 - Current | 5 |
| Towner County Hospital Authority | Cando, ND | Jul 2010 - Current | 13 |
| Towner County Community Development | Cando, ND | Jan 2000 - Current | 24 |
| Premier Wealth Management | Cando, ND | Nov 1993 - Current | 30 |
| Horizon Financial Bank | Cando, ND | Sep 2018 - Dec 2023 | 5 |
| First State Insurance Agency,inc. | Cando, ND | Oct 1987 - Dec 2023 | 36 |
| Cornerstone Banks | Cando, ND | Sep 2018 - Dec 2021 | 3 |
| Towner County Economic Development | Cando, ND | Nov 1998 - Jun 2021 | 22 |
| Bradley Bergdahl | Grand Forks, ND | Jul 2016 - Jul 2019 | 3 |
| Lpl Financial LLC | Cando, ND | Nov 1993 - Sep 2018 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ND
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
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