Bradley Bergdahl, Cfp ®, Ppc

Bradley Bergdahl, Cfp ®, Ppc Email and Phone Number

Cando, ND, US
Bradley Bergdahl, Cfp ®, Ppc's Location
Cando, North Dakota, United States, United States
Bradley Bergdahl, Cfp ®, Ppc's Contact Details

Bradley Bergdahl, Cfp ®, Ppc work email

Bradley Bergdahl, Cfp ®, Ppc personal email

Bradley Bergdahl, Cfp ®, Ppc phone numbers

About Bradley Bergdahl, Cfp ®, Ppc

Brad graduated from the University of North Dakota, BS in Business. He graduated from the College of Financial Planning with the designation of CERTIFIED FINANCIAL PLANNER™ and holds the designation of Professional Plan Consultant™.Brad worked in the oil industry for 4 years prior to entering the financial services industry. He joined IDS/American Express in Santa Maria, CA in 1985. He then joined First State Insurance Agency in Cando, ND and started a bank investment program in 1987. Premier Wealth Management Group was formed by Bergdahl and a group of banks to provide investment services to banks and their customers and is enjoying its 31st year in business.Brad has been an active member of his community having served as Chairman on the boards of the Towner County Community Hospital, Towner County Hospital Authority, Towner County Economic Development, and Towner County Community Foundation. He also has held board positions on Cando Golf Club, First State Bank of Cando, First State Insurance Agency, Cando Commercial Club and was a 24year member of the Cando Fire Department.Brad’s hobbies include golfing, snow skiing, hunting, traveling, riding his Harley, restoring old jukeboxes, pinball and arcade machines along with being an avid University of North Dakota sports fan.408 Main St.Cando, ND 58324

Bradley Bergdahl, Cfp ®, Ppc's Current Company Details
First State Insurance Agency, Inc.

First State Insurance Agency, Inc.

View
Manager
Cando, ND, US
Bradley Bergdahl, Cfp ®, Ppc Work Experience Details
  • First State Insurance Agency, Inc.
    Manager
    First State Insurance Agency, Inc.
    Cando, Nd, Us
  • Premier Wealth Management Group
    President/Wealth Advisor
    Premier Wealth Management Group Oct 1987 - Present
    Cando, North Dakota, Us
    Premier Wealth Management Group mission is to help our clients plan and implement strategies to accomplish their personal and financial goals in any, and all phases of their lives by developing a relationship with each client based on trust, professionalism and competence. We are a wealth management firm based in North Dakota serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Premier Wealth Management Group help you on your True Wealth journey.Cetera Advisor Networks LLC and CWM, LLC are not affiliated with any named bank. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. (www.finra.org and www.sipc.org) Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks, or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. Investments are not:*𝐍𝐨𝐭 𝐅𝐃𝐈𝐂/𝐍𝐂𝐔𝐒𝐈𝐅 𝐈𝐧𝐬𝐮𝐫𝐞𝐝 * 𝐌𝐚𝐲 𝐥𝐨𝐬𝐞 𝐯𝐚𝐥𝐮𝐞 * 𝐍𝐨𝐭 𝐁𝐚𝐧𝐤 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 * 𝐍𝐨𝐭 𝐚 𝐝𝐞𝐩𝐨𝐬𝐢𝐭 * 𝐍𝐨𝐭 𝐢𝐧𝐬𝐮𝐫𝐞𝐝 𝐛𝐲 𝐚𝐧𝐲 𝐟𝐞𝐝𝐞𝐫𝐚𝐥 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐚𝐠𝐞𝐧𝐜𝐲. 𝐂𝐞𝐭𝐞𝐫𝐚 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬 𝐋𝐋𝐂 𝐢𝐬 𝐮𝐧𝐝𝐞𝐫 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 𝐟𝐫𝐨𝐦 𝐚𝐧𝐲 𝐨𝐭𝐡𝐞𝐫 𝐧𝐚𝐦𝐞𝐝 𝐞𝐧𝐭𝐢𝐭𝐲.Bradley Bergdahl is licensed to conduct securities business in the following states: AL, AZ, CA, CO, ID, MN, MO, MT, NM, ND, SC, SD, WA, WI
  • First State Insurance Agency, Inc.
    Manager
    First State Insurance Agency, Inc. Oct 1987 - Present
    Oversee overall daily operation of property and casualty insurance agency for efficiencies and profitability. Provide risk management tools and evaluations for our clients.
  • Ids/American Express
    Financial Advisor
    Ids/American Express 1985 - 1987
    Helped clients develop and implement financial goals to accomplish successful results utilizing the financial planning process.

Bradley Bergdahl, Cfp ®, Ppc Skills

Investments Finra Business Strategy Mutual Funds Portfolio Management Insurance Wealth Management Retirement Estate Planning Financial Analysis Sales Management Strategic Planning Asset Management Asset Managment Series 7 Through Lpl Financial Process Improvement Financial Services Personal Financial Planning Series 24 Through Lpl Financial

Bradley Bergdahl, Cfp ®, Ppc Education Details

  • University Of North Dakota
    University Of North Dakota
    Bachelor'S Degree

Frequently Asked Questions about Bradley Bergdahl, Cfp ®, Ppc

What company does Bradley Bergdahl, Cfp ®, Ppc work for?

Bradley Bergdahl, Cfp ®, Ppc works for First State Insurance Agency, Inc.

What is Bradley Bergdahl, Cfp ®, Ppc's role at the current company?

Bradley Bergdahl, Cfp ®, Ppc's current role is Manager.

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What schools did Bradley Bergdahl, Cfp ®, Ppc attend?

Bradley Bergdahl, Cfp ®, Ppc attended University Of North Dakota.

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Bradley Bergdahl, Cfp ®, Ppc has skills like Investments, Finra, Business Strategy, Mutual Funds, Portfolio Management, Insurance, Wealth Management, Retirement, Estate Planning, Financial Analysis, Sales Management, Strategic Planning.

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