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Tiffany Bergland Ballard

Tiffany B. Ballard

BERGLAND WEALTH MANAGEMENT
Ridgeland, MS 39157
Some features on this profile are disabled
CRD#: 4521298
Tiffany Bergland Ballard

Professional summary

Tiffany Bergland Ballard, AIF®, CFP®, who also goes by Tiffany Suzanne Bergland, is a registered financial advisor currently at BERGLAND WEALTH MANAGEMENT, INC. located in Ridgeland, Mississippi.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tiffany has worked at 1 firm .

Biography

We are a family owned firm partnering with individuals as their CFO, in a Fee-Only, fiduciary, capacity since 1985.  Please contact me if you are interested in discussing your goals, objectives, and dreams for your future.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Budgeting
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Education Planning
Do you have an area of expertise or specialization?
Baby Boomers
Estate & Generational Planning...
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Tiffany Suzanne Bergland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Bergland Ballard's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

August 3, 2007 - Present

BERGLAND WEALTH MANAGEMENT, INC.

Office #1: 213 Draperton Drive Suite B, Ridgeland, MS 39157
RIA
CRD#: 116513
Ridgeland, MS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(12/1/2020)
IAR
Mississippi
(8/3/2007)
IAR
Texas
(10/3/2011)

Exams

Current Firm

BERGLAND WEALTH MANAGEMENT, INC.
BERGLAND WEALTH MANAGEMENT, INC.
BERGLAND CAPITAL MANAGEMENT, INC. | BERGLAND WEALTH MANAGEMENT, INC.

CRD#: 116513 / SEC#:

Louisiana
Registered Investment Advisory firm - (12/1/2020 Approved)
Mississippi
Registered Investment Advisory firm - (4/21/1992 Approved)
Texas
Registered Investment Advisory firm - (10/3/2011 Approved)
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Contact information

Main Address
213 Draperton Drive Suite B, Ridgeland, MS 39157
Mailing Address
P.o. Box 1318, Ridgeland, MS 39158-1318
Phone number
(601) 956-5181
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts198
AUM (Assets Under Management)$ 77,380,543

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BERGLAND WEALTH MANAGEMENT, INC.

BERGLAND WEALTH MANAGEMENT, INC.

CRD#: 116513Ridgeland, MS 39157

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