Bjorn E Borg
Investment adviser representative at Alphastar Capital Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- EnsightAug 2025 to now
- Alphastar Capital ManagementNov 2024 to now
- AlphastarNov 2024 to now
- Net Worth Financial PlanningOct 2024 to now
- Icapital Markets LLCAug 2022 to Oct 2024
- Institutional Capital Network, Inc.Aug 2022 to Oct 2024
- Simon Markets LLCMar 2022 to Aug 2022
- The Leaders Group, Inc.Jun 2018 to Mar 2022
- WealthvestJun 2018 to Mar 2022
- Jackson National Life Distributors, inc.Jun 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MT).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 5998956
- Firm CRD
- 157423