Best Investors
Account
Sign in
7201 Ohms Lane Suite 215, Edina, MN 55439-2154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-05 |
| MN | RA | APPROVED | 2017-03-03 |
Branch Locations
7201 Ohms Lane Suite 215, Edina, MN 55439-2154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
Reach out to this advisor