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Miranda Jo Bergemann

The Goodland Group

Goleta, CA

Seattle, WA

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Current Employers
The Goodland Group

Goleta, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-07
CA RA APPROVED 2026-01-02
CO RA APPROVED 2026-01-02
NY RA APPROVED 2026-01-02
NC RA APPROVED 2026-01-02
TX RA APPROVED 2026-01-02
WA RA APPROVED 2024-05-21
  • NJ RA
    APPROVED
    Since 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-02
  • CO RA
    APPROVED
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2026-01-02
  • NC RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2026-01-02
  • WA RA
    APPROVED
    Since 2024-05-21

Branch Locations

Goleta, CA • United States

Seattle, WA • 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
Austin Public Schools Austin MN 09/2006 06/2017
Younkers Austin MN 02/2015 04/2017
Hyvee Austin MN 04/2017 12/2018
Professional Financial Specialists, Inc. Boulder CO 08/2018 12/2018
Morgan Stanley Boulder CO 02/2019 05/2019
Charles Schwab Bellevue WA 06/2019 08/2019
University Of Colorado Coulder CO 08/2017 12/2019
Unemployed Boulder CO 12/2019 06/2020
Brighton Jones Llc Seattle WA 06/2020 04/2024
Natalie Taylor Financial Services, Llc D/B/A The Goodland Group Seattle WA 05/2024 Present
  • 09/2006 → 06/2017
    Austin Public Schools
    Austin, MN
  • 02/2015 → 04/2017
    Younkers
    Austin, MN
  • 04/2017 → 12/2018
    Hyvee
    Austin, MN
  • 08/2018 → 12/2018
    Professional Financial Specialists, Inc.
    Boulder, CO
  • 02/2019 → 05/2019
    Morgan Stanley
    Boulder, CO
  • 06/2019 → 08/2019
    Charles Schwab
    Bellevue, WA
  • 08/2017 → 12/2019
    University Of Colorado
    Coulder, CO
  • 12/2019 → 06/2020
    Unemployed
    Boulder, CO
  • 06/2020 → 04/2024
    Seattle, WA
  • 05/2024 → Present
    Natalie Taylor Financial Services, Llc D/B/A The Goodland Group
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-11
  • S65 Uniform Investment Adviser Law Examination
    2020-09-11
Designations

View on SEC IAPD

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