Eric
Bergenn
Kestra Advisory Services, LLC
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About this Advisor
Eric Bergenn is a financial advisor based in West Hartford, Connecticut, working with Kestra Advisory Services, LLC. Eric has previously held positions at First Investors Corporation, Foresters Financial Services, Foresters Advisory Services, Mml Investors Services, Mass Mutual Life Insurance Company, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Eric is part of Kestra Advisory Services, LLC, which operates out of West Hartford, Connecticut. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Bergenn Work History
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Mml Investors Services
Mass Mutual Life Insurance Company
Foresters Advisory Services
Foresters Financial Services
Foresters Financial Services
First Investors Corporation
First Investors Corporation
Disclosures
Please visit the SEC profile of Eric Bergenn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Mckinney, TX
Newport Beach, CA
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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