Telford A. Lodden
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Telford A Lodden, CFP®, who also goes by Ted Lodden, was a registered financial professional .
Telford is a previously registered financial professional and started their career in finance in 1999. Telford had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
November 8, 2019 - July 17, 2023
BERGANKDV WEALTH MANAGEMENT, LLC
September 10, 2002 - December 18, 2019
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
January 1, 1999 - December 31, 2019
AVANTAX PLANNING PARTNERS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BERGANKDV WEALTH MANAGEMENT, LLC
CRD#: 143038 / SEC#: 801-67536
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,977 |
| AUM (Assets Under Management) | $ 2,080,470,250 |
Red Flags
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