Janelle Renae Bergstrom
Investment adviser representative at LPL Financial LLC
30 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm 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
- Seminars and workshops
Experience
30 years in the industry.
- LPL Financial LLCJul 2021 to now
- Maxem, IncApr 2014 to now
- Rental HomeFeb 2012 to Dec 2017
- Janelle R Bergstrom - Para-plannerJan 2010 to Jul 2021
- Ian BorgstedtMar 1999 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesNov 1996 to Jul 2021
- Waddell & Reed, IncOct 1996 to Jul 2021
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2808726
- Firm CRD
- 6413