Bergland Wealth Management, Inc.
Bergland Wealth Management, Inc. (CRD# 116513) is a financial advisory firm headquartered in Ridgeland, MS. They manage $47,899,687 in 169 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts169ACCOUNTS
Average Account Value$283,430
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Tiffany Ballard (CRD# 4521298) is an Investment Advisor Representative working at Bergland Wealth Management, Inc. in Ridgeland, MS and has 14 years of experience in the finance industry. Tiffany Ballard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.