June Lori Berglund
Investment adviser representative at Principle Wealth
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
8 yearsFirm in business
Are you June Lori Berglund? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
11 years in the industry.
- Principle WealthMay 2023 to now
- Principle Wealth Partners LLCApr 2023 to now
- Janney Montgomery Scott LLCMay 2022 to Apr 2023
- Allied Wealth PartnersAug 2019 to May 2022
- Securian Financial Services IncAug 2019 to Feb 2021
- Key BankJun 2017 to Aug 2019
- Bed Bath and BeyondNov 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Principle Wealth
Legal name: Principle Wealth Partners LLC
$3.2BAssets managed
1,210Clients
21Advisers
8 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
- 7170109
- Firm CRD
- 290180