Mitchell J Bergen

Current Employers

Employment History

• 07/2023 → 07/2025
  Stifel - Olson Financial Group
  Lincoln, NE
• 05/2014 → 07/2023
  Talent Plus Inc.
  Lincoln, NE
• 07/2025 → Present
  Newedge Securities, Llc
  Pittsburgh, PA
• 07/2025 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2023-10-13 → 2025-07-29
  Stifel, Nicolaus & Company, Incorporated
  Lincoln, NE

Other Businesses

1. Cleartrek Wealth Partners* Yes Invest*Lincoln, NE *Wealth Management*7/21/25*Co-Founder, Wealth Partner*Financial Advisor*160 hr trade/104 non trade 2. Bal Eagle 135 LLC*No Invest*Ashland, NE *Jtly owned lake house for personal use*6/1/17*Joint Owner*Help other owners with upkeep.*2 Hrs trade/0 Non trade 3. YMCA of Lincoln* No Invest*Lincoln, NE *Non-Profit*10/1/23*Youth Volunteer Coach*Assist in helping coach youth sports*4 Hrs trade/0 Non trade 4. Knights of Columbus - Blessed Sacrament Catholic Church*No Invest*Lincoln, NE *Religious Non-Profit*11/1/23*Member and Volunteer Committee Member*Volunteer to provide meals and yard maintenance to church and members*2 Hrs trade/0 non trade 5. MCECTB LLC*No Invest*4220 Lucile Drive Suite 100*Personal LLC*7/30/25*Owner*2Hrs Trade/0 Non trade 6. Cleartrek Wealth Partners*Yes Invest*4220 Lucile Drive, Suite 100*Insurance Producer in Nebraska *1/17/24*Producer*Insurance very small part of our business but do provide clients the option if it is something they desire.*1 Hrd Trade/1 non trade 7.Fixed Annuities and Fixed Insurance Sales*4220 Lucile Drive, Suite 100*Yes Invest*Fixed Annuities and Fixed Insurance Sales Commissions associated with this part of our business.*7/21/25*Co-Founder, Wealth Partner*Financial Advisor*2Hrs trade/2 non trade

Exams

• S66 Uniform Combined State Law Examination
  2023-10-12

Other Names

• Mirchell J Bergen