Fargo, ND 1444 45th Street South Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,413 offices

Location

1444 45th Street South

Fargo ND 58103

Advisors at this office

2

Advisors at this office

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Michelle S

Series 66

Fargo, ND

LPL Financial

Michelle Swenson is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. She has previously worked at Wells Fargo Clearing and Raymond James Financial Services and is currently involved with Old National Bank and Old National Wealth Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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David B

Series 63, Series 66

Fargo, ND

LPL Financial

David Berg is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Ameriprise Financial, Bremer Bank, Raymond James Financial, and Old National Bank. Outside of his advisory work, he is involved in a farmland crop share operation in Mapleton, ND. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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