Paul A. Radeke
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.
Paul A Radeke, AIF®, CFP® was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 2007. Paul had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
December 9, 2013 - July 17, 2023
BERGANKDV WEALTH MANAGEMENT, LLC
July 7, 2010 - October 1, 2018
VALMARK SECURITIES, INC.
July 2, 2007 - May 20, 2009
CAMBRIDGE INVESTMENT RESEARCH, 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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