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Stefan Alan Berglund

NEXT FINANCIAL ADVISORS LLC·SEATTLE, Washington
Clean recordNEXT FINANCIAL ADVISORS LLC
221 1ST AVE W, SEATTLE, WA 98119CRD# 7448141Firm CRD# 316665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefan Alan Berglund · SEATTLE, WA
Registration
CRD #7448141 · NEXT FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stefan Alan Berglund is a registered financial advisor based in SEATTLE, Washington, affiliated with NEXT FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NEXT FINANCIAL ADVISORS LLC
NEXT FINANCIAL ADVISORS LLC
AUM
$378K
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at NEXT FINANCIAL ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7448141
Firm CRD# 316665
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stefan Alan Berglund offer?
Stefan Alan Berglund specializes in Investment Management. Contact their office in SEATTLE, Washington for a consultation.
What are Stefan Alan Berglund's credentials?
Stefan Alan Berglund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefan Alan Berglund located?
Stefan Alan Berglund is based in SEATTLE, Washington, working with NEXT FINANCIAL ADVISORS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Stefan Alan Berglund charge for services?
Stefan Alan Berglund's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXT FINANCIAL ADVISORS LLC?
NEXT FINANCIAL ADVISORS LLC has approximately 26 employees and manages $378K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Edward John Behringer
SEATTLE, WA

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Research
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