Janelle
Bergstrom

Waddell & Reed

CRD#2808726
Investment Advisor
in Portland, OR
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About this Advisor

Janelle Bergstrom is a financial advisor who lives in Portland, Oregon. Currently a registered financial advisor with Waddell & Reed, they have accrued a notable 24 years of work experience. Bergstrom holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Bergstrom can advise investors in Alaska, California, Colorado, Florida, Idaho, Nebraska, Utah, Washington, Iowa and Maryland. Throughout their career, Bergstrom has worked at Various Insurance Carriers For W&R Insurance Agencies, Janelle Bergstrom, Waddell & Reed, Inc, Rental Home, Maxem, Inc, Janelle R Bergstrom - Para-Planner and Ian Borgstedt. Waddell & Reed is based out of Portland, Oregon, and operates out of 357 additional offices in the country. In aggregate, Waddell & Reed oversees $22 billion in assets across 153,672 client accounts and retains more than 2,000 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Waddell & Reed offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

24 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

OR Average: $2,243,162,756
Total Number of Employees

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR Average: $548,316

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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
  • Educational seminars/workshops

Janelle Bergstrom Work History

Janelle has 24 years of experience.

2014 - Present (5 years)

Maxem, Inc

2012 - 2017 (5 years)

Rental Home

2010 - Present (9 years)

Janelle R Bergstrom - Para-Planner

1999 - Present (20 years)

Ian Borgstedt

1996 - Present (23 years)

Various Insurance Carriers For W&R Insurance Agencies

1996 - Present (23 years)

Waddell & Reed, Inc

1994 - 2010 (16 years)

Janelle Bergstrom

Disclosures

Janelle Bergstrom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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