Michelle Bergmann
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
14 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2021 to now
- United Planners Financial ServicesAug 2021 to now
- Pfs Investments Inc.Mar 2020 to Dec 2020
- Wipfli LLPApr 2019 to Aug 2021
- Bradle Tax ServicesApr 2018 to Apr 2019
- Woodbury Financial Services IncNov 2017 to Apr 2018
- Michelle BergmannAug 2013 to Oct 2023
- Brickheimer PlannersSep 2012 to Apr 2018
- Sii InvestmentsAug 2012 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, WI).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4953063
- Firm CRD
- 20804