Michael Bergland
Michael Bergland is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 3 years of industry experience. Michael 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
260 Country Club Rd. Ste. 100, Eugene, OR, 97401
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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
Michael works full-time as a CPA and Senior Manager at Jones & Roth CPAs, and spends minimal time as a referring rep for Jones & Roth Financial Advisors, LLC. He also serves as Treasurer of the Board for BRING Recycling and is an agent for Avantax Insurance Agency/Services, selling approved insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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