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Lisa Michelle Berglund

Edward Jones

Grand Forks, ND

CRD 7574031

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
ND RA APPROVED 2026-03-09
  • TX RA
    APPROVED
    Since 2026-03-20
  • ND RA
    APPROVED
    Since 2026-03-09

Branch Locations

4700 S Washington St Suite A, Grand Forks, ND 58201 • 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
Edward Jones Grand Forks ND 06/2022 Present
Grand Forks Public Schools Grand Forks ND 08/1999 06/2022
  • 06/2022 → Present
    Edward Jones
    Grand Forks, ND
  • 08/1999 → 06/2022
    Grand Forks Public Schools
    Grand Forks, ND
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-10
  • S66 Uniform Combined State Law Examination
    2026-02-10
Other Names
  • Lisa Michelle Bren

View on SEC IAPD

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