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John Robert Bergstrom

Cardinal Wealth Advisors, L.L.C.

Edina, MN

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Current Employers
Cardinal Wealth Advisors, L.L.C.

7201 Ohms Lane Suite 215, Edina, MN 55439-2154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-05
MN RA APPROVED 2017-03-03
  • TX RA
    APPROVED_RES
    Since 2024-03-05
  • MN RA
    APPROVED
    Since 2017-03-03

Branch Locations

7201 Ohms Lane Suite 215, Edina, MN 55439-2154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cardinal Wealth Advisors< Llc Edina MN 01/2005 Present
John R. Bergstrom, Sole Proprietor Edina MN 03/1997 Present
United States Navy Reserves Minneapolis MN 09/1998 Present
Cardinal Wealth Advisors, Llc Edina MN 08/2009 12/2018
  • 01/2005 → Present
    Cardinal Wealth Advisors< Llc
    Edina, MN
  • 03/1997 → Present
    John R. Bergstrom, Sole Proprietor
    Edina, MN
  • 09/1998 → Present
    United States Navy Reserves
    Minneapolis, MN
  • 08/2009 → 12/2018
    Edina, MN
Other Businesses

US NAVY RESERVES Address: 5905 34th Ave. S., Mpls, MN 55450 Your position, title, or relationship: Foreign Disclosure Officer Start date of your relationship: 09/1998 Approximate hours a month spent on the other business: 16 Approximate hours during trading spent on the other business: 0 Briefly describe your duties relating to the other business: Intelligence Officer/Foreign country and multilateral engagement coordinator John R. Bergstrom, Address: Edina, MN Title: Sole Proprietor, Insurance Agent; Start date of your relationship:03/1997-Present; Approximate hours a month spent on the other business: 8 Approximate hours during trading spent on the other business: 0 Briefly describe your duties relating to the other business:insurance sales and service Friends & Neighbors, LLC Address: Edina, MN Title: Principal/owner Start date of your relationship: 01/2012 Approximate hours a month spent on the other business: 1 Approximate hours during trading spent on the other business: 0 Briefly describe your duties relating to the other business: collect rent, arrange maintenance-related appointments as needed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-17
S63 Uniform Securities Agent State Law Examination 1996-01-12
  • S65 Uniform Investment Adviser Law Examination
    2005-02-17
  • S63 Uniform Securities Agent State Law Examination
    1996-01-12
Designations
Other Names
  • John Bergstrom

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