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Morgan K Ranstrom

RANSTROM BERG WEALTH MANAGEMENT, LLC·FARGO, North Dakota
Series 7, Series 66CFPCFAClean record12 years registeredRANSTROM BERG WEALTH MANAGEMENT, LLC
2632 47TH ST S., FARGO, ND 58104CRD# 4674255Firm CRD# 159467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Morgan K Ranstrom · FARGO, ND
Registration
CRD #4674255 · RANSTROM BERG WEALTH MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

TRAILHEAD PLANNERS, LLC
Oct 2016 – present
RANSTROM BERG WEALTH MANAGEMENT, LLC
May 2014 – Jul 2017
FARGO, ND
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 27, 2014
Years registered · 12
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH FORWARD, LLC
CRD 159467 · SEC 801-77905
AUM
$170M
Regulatory assets under management
Employees
3
950 client accounts
Services offered by WEALTH FORWARD, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH FORWARD, LLC →
Introduction

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05

Frequently Asked Questions

What services does Morgan K Ranstrom offer?
Morgan K Ranstrom specializes in Financial Planning, Investment Management. Contact their office in FARGO, North Dakota for a consultation.
What are Morgan K Ranstrom's credentials?
Morgan K Ranstrom holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Morgan K Ranstrom located?
Morgan K Ranstrom is based in FARGO, North Dakota, working with RANSTROM BERG WEALTH MANAGEMENT, LLC. Their office serves clients in the FARGO metropolitan area and surrounding communities.
How does Morgan K Ranstrom charge for services?
Morgan K Ranstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RANSTROM BERG WEALTH MANAGEMENT, LLC?
RANSTROM BERG WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RANSTROM BERG WEALTH MANAGEMENT, LLC

Ryan Steven Berg
FARGO, ND
CFPPFS
Stephanie L Ternes
FARGO, ND
Courtney Elizabeth Ranstrom
FARGO, ND
Doyle Arvid Ranstrom
FARGO, ND
CFP

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