Curtis J. Bergquist
Professional summary
Curtis Jay Bergquist, CFP® is a registered financial advisor currently at AMERIBANC CORPORATION located in Hoffman Estate, Illinois.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Curtis has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Jay Bergquist's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
July 24, 1998 - Present
AMERIBANC CORPORATION
August 18, 2009 - August 18, 2021
AUSDAL FINANCIAL PARTNERS, INC.
February 6, 1986 - August 17, 2009
WATERSTONE FINANCIAL GROUP, INC.
August 30, 1985 - February 12, 1986
JUDGE & ASSOCIATES, INC.
July 6, 1982 - November 1, 1985
INTERBANC EQUITY CORPORATION
February 5, 1981 - July 1, 1982
KIDDER, PEABODY & CO. INCORPORATED
June 13, 1977 - February 23, 1981
FINANCIAL SQUARE PARTNERS
September 22, 1976 - July 15, 1977
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/24/1998)
Exams
Current Firm
AMERIBANC CORPORATION
CRD#: 124207 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 3,600,000 |
Red Flags
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