Ryan Bergmann, Cfp® Crpc® Email and Phone Number
Ryan Bergmann, Cfp® Crpc® work email
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Ryan Bergmann, Cfp® Crpc® personal email
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Ryan Bergmann, Cfp® Crpc® phone numbers
I began my career in the financial services industry in 2007. Prior to joining my current firm, I worked at Edward Jones as a Financial Advisor, TD Ameritrade as an Investment Consultant, and Edelman Financial Services as Associate Director of Financial Planning. Most recently, I served at Mercer Advisors in the capacity of Regional Vice President and Client Advisor. I attended a year of high school and a year of college in Japan and speak Japanese. I graduated from Pepperdine University with a degree in International Relations and Business Management and hold the FINRA Series 66 license.
United Capital Financial Advisors, Llc
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Managing DirectorUnited Capital Financial Advisors, Llc Nov 2023 - PresentIrving, Texas, Us
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Vice PresidentGoldman Sachs Dec 2021 - Feb 2024New York, New York, UsInvestment Advisory services offered by United Capital Financial Advisors, LLC, a Goldman Sachs company. -
Associate, Wealth Manager Of Great FallsGoldman Sachs Jun 2019 - Dec 2021New York, New York, UsInvestment Advisory services offered by United Capital Financial Advisors, LLC, a Goldman Sachs company.
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Client AdvisorMercer Advisors Jan 2017 - Jan 2019Denver, Colorado, Us -
Regional Vice PresidentMercer Advisors Sep 2015 - Jan 2018Denver, Colorado, Us
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Associate Director Of Financial PlanningEdelman Financial Services Mar 2013 - Aug 2015Santa Clara, California, Us• Develop prospective clients through referrals, lead management and establish relationships through phone calls • Gather data and pertinent information prior to and during initial meetings with prospective clients• Analyze data and develop comprehensive financial plans • Present financial plans, make additional recommendations, and establish client relationship during second appointment • Maintain client relationships and financial plans, focusing on stewardship and client education -
Investment ConsultantTd Ameritrade Jan 2009 - Mar 2013Omaha, Ne, Us• Develop and maintain relationships with large base of high-asset clients through phone calls and in-branch meetings• Gather and analyze client information pertaining to their circumstances, goals, timeframes, etc... • Provide investment guidance to clients with portfolio reviews, asset allocation, risk management, and diversification, as well as financial planning services such as retirement consulting• Educate self-directed clients with basic investment strategies, technical analysis, options strategies• Provide user support and training with web site, trading platform, and webinars• Responsible for gathering gross assets and offering investment solutions -
Financial AdvisorEdward Jones Feb 2007 - Jan 2009St. Louis, Mo, Us• Responsible for generating new business through constant networking, referrals, door-knocking and cold-calling to develop client relationships and identified needs through repeat contacts• Responsible for preparing and implementing solutions while educating clients on various investment options • Managed office personnel and all sales and marketing activities, managed book of assets through calling existing clients, discovering financial needs, portfolio re-balancing, and managing expectations• Developed over-all portfolio strategies for college funding, retirement planning, hedging against inflation, insurance needs, tax issues, and estate planning -
ConciergeMgm Mirage Mar 2006 - Nov 2006Las Vegas, Nevada, Us -
Account ExecutiveNo Red Tape Mortgage 2004 - 2005 -
InternMarket News International May 2003 - Aug 2003Attended various press conferences and events around Capitol Hill, at various venues including the White House, State Department, The American Enterprise Institute, The Heritage Foundation, The CATO Institute, the National Press Club, and various others. Researched topics and wrote relevant articles related to domestic and global economics for the Market News International news wire.
Ryan Bergmann, Cfp® Crpc® Skills
Ryan Bergmann, Cfp® Crpc® Education Details
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Georgetown UniversityFinancial Planning And Services -
College For Financial PlanningFinancial Planning And Services
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Pepperdine UniversityInternational Relations & Business Management
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Sophia UniversityJapanese
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Normandale Community CollegeJapanese
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Yokosuka High SchoolKendo
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Jefferson High School
Frequently Asked Questions about Ryan Bergmann, Cfp® Crpc®
What company does Ryan Bergmann, Cfp® Crpc® work for?
Ryan Bergmann, Cfp® Crpc® works for United Capital Financial Advisors, Llc
What is Ryan Bergmann, Cfp® Crpc®'s role at the current company?
Ryan Bergmann, Cfp® Crpc®'s current role is Passionate about enriching the lives of others through comprehensive financial planning..
What is Ryan Bergmann, Cfp® Crpc®'s email address?
Ryan Bergmann, Cfp® Crpc®'s email address is ry****@****ail.com
What is Ryan Bergmann, Cfp® Crpc®'s direct phone number?
Ryan Bergmann, Cfp® Crpc®'s direct phone number is (800) 898*****
What schools did Ryan Bergmann, Cfp® Crpc® attend?
Ryan Bergmann, Cfp® Crpc® attended Georgetown University, College For Financial Planning, Pepperdine University, Sophia University, Normandale Community College, Yokosuka High School, Jefferson High School.
What are some of Ryan Bergmann, Cfp® Crpc®'s interests?
Ryan Bergmann, Cfp® Crpc® has interest in Asian Restaurant, Arts And Culture, Karaoke, Bellecour, Health, Japanese Language, Children, Skiing, Environment, Education.
What skills is Ryan Bergmann, Cfp® Crpc® known for?
Ryan Bergmann, Cfp® Crpc® has skills like Consulting, Market, Interpreter, Insurance, Technical Analysis, Mortgage Brokers, Sales, Cold Calling, Redcine X, Immersion, Finance, Uniform Combined State Law.
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