Richard Bergstrom
Private Wealth Advisor,\\nChartered Retirement Planning Counselor SM,\\n7G Wealth Management,\\nA private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Tallahassee, FL, US
- LinkedIn followers
- 500 followers
About Richard Bergstrom
I care about what’s important to you Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Financial Advisor
Ameriprise Financial Services, LLC
Sep 2005 — Present
Education
The Corporation for Long-Term Care Certification, Inc.
Certified in Long-Term Care - CLTC, Long Term Care Administration/Management
2015 — 2015
Florida State University - Herbert Wertheim College of Business
B.S., Accounting/Finance
1998 — 2000
College for Financial Planning
CRPC, Retirement Planning
2013 — 2013
Florida State University - Herbert Wertheim College of Business
B.S., Real Estate
2003 — 2004
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