Jeffrey Bergerson
Jeffrey Bergerson is a registered investment advisor at Cetera Investment Advisers LLC, based in St Paul, MN, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2580 Rice St, St Paul, MN, 55113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey owns Bergerson Tax Services, Inc. providing tax preparation and planning services, taking nearly full-time. He also sells fixed life, health, disability, annuities, and long-term care insurance, and is the owner of Bergerson Resource Group, working as a financial advisor more than full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations7 states
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