Bergland Wealth Management, Inc.

Bergland Wealth Management, Inc. (CRD# 116513) is a financial advisory firm headquartered in Ridgeland, MS. They manage $73,245,738 in 195 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $375,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MS, TX

Financial Advisors at Bergland Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tiffany B. Ballard
CRD#: 4521298
213 Draperton Drive, Suite B, Ridgeland, MS 39157

Tiffany Ballard (CRD# 4521298) is an Investment Advisor Representative working at Bergland Wealth Management, Inc. in Ridgeland, MS and has 20 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.

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