Use Secure Email...it is the best way to communicate with Bergland Wealth Management electronically, and, the only way to ensure that any confidential information you send is communicated safely (i.e., account numbers, tax ID numbers, financial statements, etc.).
Bergland Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Mississippi and the State of Texas in accordance and compliance with applicable securities laws and regulations. In that the firm may only transact business in states in which it is properly registered as an investment adviser or in which it is exempted or excluded from the registration requirement, only residents of the States of Mississippi and Texas and those states with an established de minimis rule may receive investment advisory support services accordingly from Bergland Wealth Management, Inc. Bergland Wealth Management, Inc. does not render personalized investment advice over the internet. In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of Mississippi or Texas or outside of those states with an established de minimis rule regulating the sole and exclusive jurisdiction in which Bergland Wealth Management, Inc. is registered as an investment adviser. In the future, should Bergland Wealth Management, Inc. seek to solicit investment advisory clients in states outside of the State of Mississippi or those states with an established de minimis rule, an investment adviser registration would first be procured by the firm in such state or states outside of the State of Mississippi or those states with an established de minimis rule.