AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Miranda J. Bergemann

THE GOODLAND GROUP
Seattle, WA
Some features on this profile are disabled
CRD#: 7072077
MB

Professional summary

Miranda Jo Bergemann, CFP® is a registered financial advisor currently at THE GOODLAND GROUP located in Seattle, Washington.

Miranda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Miranda has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Miranda Jo Bergemann'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 21, 2024 - Present

THE GOODLAND GROUP

RIA
CRD#: 306567
Seattle, WA
Past

September 11, 2020 - April 24, 2024

BRIGHTON JONES LLC

RIA
CRD#: 108601
SEATTLE, WA

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
Washington
(5/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/11/2020
Uniform Investment Adviser Law Examination

Current Firm

THE GOODLAND GROUP
THE GOODLAND GROUP
NATALIE TAYLOR CONSULTING SERVICES, LLC | THE GOODLAND GROUP

CRD#: 306567 / SEC#:

California
Registered Investment Advisory firm - (1/16/2020 Approved)
Colorado
Registered Investment Advisory firm - (1/6/2023 Approved)
New Jersey
Registered Investment Advisory firm - (10/14/2025 Approved)
New York
Registered Investment Advisory firm - (5/19/2021 Approved)
North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)
Texas
Registered Investment Advisory firm - (11/17/2020 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/3/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Goleta, CA
Mailing Address
Phone number
(858) 336-7646
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts250
AUM (Assets Under Management)$ 46,086,075

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

THE GOODLAND GROUP

THE GOODLAND GROUP

CRD#: 306567Seattle, WA

TRUST BUT VERIFY

Monitor Miranda Bergemann

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics