Brennen Jon Bergdahl

Current Employers

Employment History

• 08/2015 → 09/2018
  Lpl Financial
  Grand Forks, ND
• 08/2015 → Present
  Premier Wealth Management Group
  Cando, ND
• 09/2018 → Present
  Cwm, Llc
  Omaha, NE
• 09/2018 → Present
  First State Bank Of Condo
  Cando, ND
• 09/2018 → Present
  United Valley Bank
  Cando, ND
• 09/2018 → 12/2023
  Horizon Financial Bank
  Cando, ND
• 09/2018 → 12/2021
  Cornerstone Banks
  Cando, ND
• 09/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2015-11-02 → 2018-10-03
  Lpl Financial Llc
  Cando, ND
  Grand Forks, ND

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 09/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: FIRST STATE BANK OF CONDO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE PROVIDING FINANCIAL SERVICES ON BANK PREMISES. 4. NAME OF OTHER BUSINESS: UNITED VALLEY BANK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE PROVIDING FINANCIAL SERVICES ON BANK PREMISES. 5. NAME OF OTHER BUSINESS: PREMIER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2015 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER; PROVIDE FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2015-10-23

Designations

Other Names

• Brennen Bergdahl