Bergland Wealth Management, Inc.

Bergland Wealth Management

Bergland Wealth Management boasts two of only three NAPFA-Registered Financial Advisors in the state of Mississippi. John E. Bergland, Jr. and Tiffany B. Ballard each share this distinction with approximately 1,500 NAPFA-Registered Financial Advisors nationwide.

There are numerous requirements associated with this designation, the principle among them being our strict adherence to a Fee-Only model. In short, we do not earn any transaction-based compensation from financial planning related activities. Furthermore, we are not affiliated with a commission-earning firm like a bank, broker-dealer, or insurance company.

As NAPFA-Registered Financial Advisors, we are bound by the NAPFA Code of Ethics having signed the NAPFA Fiduciary Oath annually. Additional prerequisite requirements include a broad-based advanced education in financial planning, three years of comprehensive planning experience, and the submission of a comprehensive financial plan for peer review. We must also be actively offering comprehensive planning services and participate in a minimum of 60 hours of approved continuing education every two years.

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Bergland Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Mississippi 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 State of Mississippi 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 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.