Unclaimed Profile

William Howard Bergner

BROOKFIELD INVESTMENT PARTNERS, LLC·BROOKFIELD, Wisconsin

Clean record24 years registeredBROOKFIELD INVESTMENT PARTNERS, LLC

330 SOUTH EXECUTIVE DRIVE, BROOKFIELD, WI 53005-4275CRD# 4506504Firm CRD# 113370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Howard Bergner · BROOKFIELD, WI

Registration

CRD #4506504 · BROOKFIELD INVESTMENT PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BROOKFIELD INVESTMENT PARTNERS, LLC

BROOKFIELD INVESTMENT PARTNERS, LLC

Mar 2002 – Dec 2020

BROOKFIELD, WI

Registrations & Exams

Registration record

First registered · March 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKFIELD INVESTMENT PARTNERS, LLC

CRD 113370 · SEC 801-61841

AUM

$704M

Regulatory assets under management

Employees

38 client accounts

Services offered by BROOKFIELD INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BROOKFIELD INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Howard Bergner offer?

William Howard Bergner specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BROOKFIELD INVESTMENT PARTNERS, LLC.

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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