Waddell & Reed
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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
Years of Experience
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Waddell & Reed Brokerage Details
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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.
Janelle R Bergstrom - Para-Planner
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Janelle Bergstrom has no disclosures.
Please visit their SEC profile for more details.