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William Howard Bergner

BROOKFIELD INVESTMENT PARTNERS, LLC·BROOKFIELD, Wisconsin
Unclaimed Profile
330 SOUTH EXECUTIVE DRIVE, BROOKFIELD, WI 53005-4275CRD# 4506504Firm CRD# 113370
01

About

William Howard Bergner is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with BROOKFIELD INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BROOKFIELD INVESTMENT PARTNERS, LLC
BROOKFIELD INVESTMENT PARTNERS, LLC
AUM
$704M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BROOKFIELD INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4506504
Firm CRD# 113370
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Howard Bergner offer?
William Howard Bergner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are William Howard Bergner's credentials?
William Howard Bergner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Howard Bergner located?
William Howard Bergner is based in BROOKFIELD, Wisconsin, working with BROOKFIELD INVESTMENT PARTNERS, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does William Howard Bergner charge for services?
William Howard Bergner'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 BROOKFIELD INVESTMENT PARTNERS, LLC?
BROOKFIELD INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BROOKFIELD
Patricia Anne Kiefer — REVIEW SERVICES INCTim Allen Konicke — REVIEW SERVICES INCRamu Ramiah — RAMIAH INVESTMENT GROUP, INC.Letha Joseph — RAMIAH INVESTMENT GROUP, INC.William Goodman — GOLDEN ANGELS INVESTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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