D William Bergner
Investment adviser representative at Wmg Financial Advisors, LLC
32 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$693.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Wmg Financial Advisors, LLCJun 2018 to now
- dba - Wmg Financial AdvisorsNov 2016 to now
- Wmg Financial ServicesJan 1990 to now
- Concourse Financial Group Securities, Inc.Dec 2017 to Jun 2022
- Lincoln Financial Securities CorporationSep 2002 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TN).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1994381
- Firm CRD
- 285824