Waddell & Reed

Investment Advisor
in Portland, OR
Are you Janelle Bergstrom? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Waddell & Reed Brokerage Details

Total Assets Under Management


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


OR Average: 44
Total Number of Accounts


OR Average: 4,091
Average Account Size


OR Average: $548,316

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

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

2012 - 2017 (5 years)

Rental Home

1994 - 2010 (16 years)

Janelle Bergstrom


Janelle Bergstrom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started