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Ronald Stuart Bergenske

Advisor at LPL Financial — Fortuna, CA Newell Drive

Updated today

Credentials

Series 66

Experience

28 years

Location

Fortuna, CA 95540

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Ronald Bergenske is a financial advisor with LPL Financial in Fortuna, CA, holding a Series 66 designation and 28 years of industry experience. He has worked at LPL Financial since 1998. Outside of his advisory role, he serves as co-trustee and co-owner of a personal living trust with his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Fortuna, CA Newell Drive

749 Newell Drive

Fortuna CA 95540

Advisors at this office

1

Most active in

California · Texas

Work history

28 years of industry experience

Lpl Financial, Llc.

1998 - Present • 28 years

Fortuma, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brandon S

Series 66

Fortuna, CA

Prospera Financial Services, inc.

Brandon Stockman is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Prospera since 2020 and previously held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory work, he serves on the pastoral staff of Redwood Christian Fellowship, where he assists with preaching, men’s programs, biblical counseling, and coordinating ministry activities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering a range of financial planning and portfolio management services through both proprietary and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Herbert W

CFP®, Series 63, Series 65

Fortuna, CA

Edward Jones

Herbert Wood is a CFP®-designated financial advisor with Edward Jones, based in Fortuna, CA, and has 28 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Wood coaches the boys’ golf team at Fortuna Union High School and serves as Co-Chair of the children's street games for the Fortuna Rodeo Association, as well as an at-large board member of Van Duzen Land and Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew M

Series 66

Hydesville, CA

Edward Jones

Matthew Mantova is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, with a brief interlude running Mantova's Two Street Music Corp, a music instrument retail business. He remains involved in the family-owned music store, assisting with inventory management and customer sales on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Andrea A

Series 66

Ferndale, CA

STIFEL

Andrea Alejandre is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of Humboldt Humane/Critters Without Litters and the Ferndale Senior Resource Agency. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning

Janelle S

Series 66

Fortuna, CA

Edward Jones

Janelle Swan Robinson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Loleta Community Chamber in Loleta, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive Women Professionals Widow/Widower
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Gregory S

Series 66

Fortuna, CA

Edward Jones

Gregory Seiler is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2020. Outside of his advisory role, he serves as vice president of a mobile health care software company. Edward Jones is a wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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