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Heather Mae Rypkema Bjorgaard

Ascentis Independent Advisors, LLC

Bemidji, MN

Park Rapids, MN

Dallas, TX

CRD 7819458

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Employer firm

Ascentis Independent Advisors, LLC CRD 322879

$2.09B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Ascentis Independent Advisors, Llc

5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-08-08
  • MN RA
    APPROVED
    Since 2024-08-08

Branch Locations

110 Mag Seven Ct Sw Suite 100, Bemidji, MN 56601 • United States

203 Henrietta Ave N, Park Rapids, MN 56470-2617 • United States

5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • 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
Arise Wealth Management Park Rapids MN 09/2023 Present
Heather Bjorgaard Childcare Bemidji MN 09/2014 08/2023
Golden State Equity Partners, Llc Park Rapids MN 09/2023 01/2026
Ascentis Independent Advisors, Llc Park Rapids MN 01/2026 Present
  • 09/2023 → Present
    Arise Wealth Management
    Park Rapids, MN
  • 09/2014 → 08/2023
    Heather Bjorgaard Childcare
    Bemidji, MN
  • 09/2023 → 01/2026
    Golden State Equity Partners, Llc
    Park Rapids, MN
  • 01/2026 → Present
    Park Rapids, MN
Other Businesses

1. Ascentis Independent Advisors, LLC: Investment Related, 5001 Spring Valley Road, Suite 810W, Dallas, TX 75244, Executive Assistant/Financial Advisor, 1/2026 160 hours all during trading hours 2. Arise Wealth Management dba Ascentis Independent Advisors, LLC: Investment Related, 203 Henrietta Ave N Park Rapids, MN 56470-2617, Executive Assistant/Financial Advisor, 9/2023 160 hours all during trading hours 3. Resident Insurance Producer, non investment related; 203 Henrietta Ave N Park Rapids, MN 56470-2617, insurance, 4 hours, all during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
Other Names
  • Heather Mae Bjorgaard

View on SEC IAPD

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