GB
Gene G. Bergmeier
THRIVE FINANCIAL MANAGEMENT
Monument, CO
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CRD#: 7554239
GB
Professional summary
Gene Georg Bergmeier is a registered financial advisor currently at THRIVE FINANCIAL MANAGEMENT located in Monument, Colorado.
Gene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gene has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gene Georg Bergmeier'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®
NoneExperience
Current
August 18, 2022 - Present
THRIVE FINANCIAL MANAGEMENT
RIA
CRD#: 321872
Monument, CO
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
Colorado(8/18/2022)
Current Firm
TF
THRIVE FINANCIAL MANAGEMENT
THRIVE FINANCIAL MANAGEMENT | THRIVE FINANCIAL MANAGEMENT LLC
CRD#: 321872 / SEC#:
Colorado
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Contact information
Main Address
Monument, CO
Mailing Address
Phone number
(719) 297-1090
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 2,810,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
