John R. Bergmann

J ROBERT BERGMANN ADVISORS

OAKLAND TWP, MI

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CRD#: 6042965

Professional summary

John Robert Bergmann, CFP®, who also goes by John R Bergmann, John R. Bergmann, is a registered financial advisor currently at J ROBERT BERGMANN ADVISORS, LLC located in Oakland Twp, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John R Bergmann | John R. Bergmann

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.

1) LIBERTY WEALTH ADVISORS; INVESTMENT RELATED; 418 NORTH MAIN STREET, SUITE 220, ROYAL OAK, MI 48067; PRESIDENT; 10/12/2010; 80 HOURS PER MONTH, 80 DURING TRADING; GENERAL DUTIES OF BEING THE CHIEF COMPLIANCE OFFICER/ PRESIDENT OF A RIA, UNTIL CLOSE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Bergmann'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®

CFP^®

Certified Financial Planner

Experience

Current

May 13, 2025 - Present

J ROBERT BERGMANN ADVISORS, LLC

RIA

CRD#: 334811

OAKLAND TWP, MI

Past

December 9, 2022 - June 9, 2023

PRIME CAPITAL FINANCIAL

RIA

CRD#: 288712

Royal Oak, MI

Past

November 7, 2017 - December 16, 2022

LIBERTY WEALTH ADVISORS, LLC

RIA

CRD#: 107774

NAPLES, FL

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

Michigan
(5/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

J ROBERT BERGMANN ADVISORS, LLC

CRD#: 334811 / SEC#:

Michigan

Registered Investment Advisory firm - (2/25/2025 Approved)

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Contact information

Main Address

Oakland Twp, MI

Mailing Address

145 South Livernois #315, Rochester Hills, MI 48307

Phone number

(248) 264-3275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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John R. Bergmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Bergmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

J ROBERT BERGMANN ADVISORS, LLC

PRIME CAPITAL FINANCIAL

LIBERTY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

J ROBERT BERGMANN ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

J ROBERT BERGMANN ADVISORS, LLC

TRUST BUT VERIFY

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