John R. Bergmann

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CRD#: 6042965

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.

John Robert Bergmann, CFP®, who also goes by John R Bergmann, John R. Bergmann, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2017. John had worked at 3 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 13, 2025 - April 10, 2026

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.

Visual representation of state registrations

This advisor is not registered in any 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

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.