Michael Bradley Bergland

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Jones & Roth Cpas
  Eugene, OR
• 11/2022 → 11/2024
  Jones & Roth Financial Advisory Services, Llc
  Eugene, OR
• 12/2022 → 09/2025
  Avantax Investment Services Inc.
  Eugene, OR
• 12/2022 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 11/2022 → Present
  Jones & Roth Financial Advisors, Llc
  Eugene, OR
• 11/2022 → Present
  Jones & Roth Financial Advisors, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-06-06 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR

Other Businesses

1) JONES & ROTH CPAS POSITION: CPA NATURE: Jones & Roth is a CPA firm and provides the following services to clients: Assurance (audit/review/compiled financial statements); Business Tax Return Preparation; Individual Tax Return Preparation; Tax Planning and Projection; Business Advisory Support INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2014 ADDRESS: 260 Country Club Rd., Ste. 100, Eugene OR 97401, United States DESCRIPTION: I work full-time as a CPA and Senior Manager, primarily in tax and advisory. Iperform the following functions for this entity: Quality Control Review of Tax Returns; Tax Planning and Advisory For Clients; Supervision of Staff/Seniors/Managers; Co-Manage the Tax Department; Assist with Recruiting 2) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: CPA / Referring Rep NATURE: This is the financial advisory arm of Jones & Roth, and is affiliated with Avantax. It assists clients with the followingservices: Portfolio Review & Risk Strategy; Asset Allocation; Tax-Smart Financial planning; Retirement incomeplanning; Investment Distribution Review INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2022 ADDRESS: 260 Country Club Rd., Suite 100, Eugene OR 97401, United States DESCRIPTION: Sit in on financial service meetings to provide tax advice 3) BRING Recycling; Treasurer of the Board; BRING is a not-for-profit that serves the community in the following ways: Promoting the re-use and/or recycling of materials; Educating the public in the re-use and recycling of materials; Selling items donated by the public or from construction (BRING maintains a small store space for this); Consulting on construction or planning projects; Certifying businesses that re-use/recycle and help prevent pollution; NIR; 0; 08/01/2021; 4446 Franklin Blvd Eugene OR 97403; I serve as the Treasurer of the board of directors for this not-for-profit entity. In this capacity I perform the following: Attend monthly board meetings; Attend monthly finance committee meetings; Attend monthly executive committee meetings; Review monthly financial information presented by management; Present financial information to the board during meetings; I do not have any access of involvement with any investment accounts or products related to this OBA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-05

Other Names

• Michael Bradley Bergland
• Michael B Bergland
• Michael Bergland
• Mike B Bergland
• Mike Bergland