Alex C Bergsma

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2021 → 04/2024
  Pine Rest Christian Mental Health Services
  Cutlerville, MI
• 06/2017 → 08/2017
  Grand Rapids Christian High School
  Grand Rapids, MI
• 06/2018 → 11/2018
  Klingmans Furniture & Design
  Grand Rapids, MI
• 09/2019 → 11/2020
  Calvin University
  Grand Rapids, MI
• 06/2019 → 08/2019
  Camp Roger
  Rockford, MI
• 06/2020 → 08/2020
  Camp Roger
  Rockford, MI
• 06/2021 → 08/2021
  Camp Roger
  Rockford, MI
• 11/2018 → 03/2019
  Grand Rapids Christian High School
  Grand Rapids, MI
• 11/2019 → 03/2020
  Grand Rapids Christian High School
  Grand Rapids, MI
• 11/2020 → 03/2021
  Grand Rapids Christian High School
  Grand Rapids, MI
• 08/2021 → 09/2021
  Camp Roger
  Rockford, MI
• 09/2017 → 05/2021
  Calvin University
  Grand Rapids, MI
• 09/2023 → 04/2024
  Grand Valley State University
  Grand Rapids, MI
• 09/2015 → 05/2017
  Grand Rapids Christian High School
  Grand Rapids, MI
• 04/2024 → Present
  Cooperdavis Financial Group
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-04-27