Brad Bergdahl

CFP®, PPC™

President, Wealth Advisor

brad@premierwmg.com

Our focus is to assist and guide our clients in prioritizing those life events that are most important to them. This is accomplished though discussions, setting goals, appropriately allocating and investing assets to accomplish these objectives. We continue to monitor, consult and adjust as life events change.

Brad graduated from the University of North Dakota, BS in Business. He graduated from the College of Financial Planning with the designation of CERTIFIED FINANCIAL PLANNER™ and holds the designation of Professional Plan Consultant™.

Brad worked in the oil industry for 4  years  prior to  entering  the financial  services  industry.  He joined IDS/American Express in Santa Maria, CA in 1985. He then joined First State Insurance Agency in Cando, ND and started a bank investment program in 1987. Premier Wealth Management Group was formed by Bergdahl and a group of banks to provide investment services to banks and their customers and is enjoying  its 31st  year  in business.

Brad has been an active member of his community having served as Chairman on the boards of the Towner County Community Hospital, Towner County Hospital Authority, Towner County Economic Development, and Towner County Community Foundation. He also has held board positions on Cando Golf Club, First State Bank of Cando, First State Insurance Agency, Cando Commercial Club and was a 24year member of the Cando Fire Department.

Brad’s hobbies include golfing, snow skiing, hunting, traveling, riding his Harley, restoring old jukeboxes, pinball and arcade machines along with being an avid University of North Dakota sports fan.


GETTING TO KNOW BRAD

Best Piece of Financial Advice: Buy when others are fearful and sell when others are greedy – Warren Buffet.

Favorite Quote: Skate to where the puck is going not to where it’s been – Wayne Gretsky. This is a paradigm to the financial world of investing. To many people chase past returns instead of investing in value for future returns.

One item on my bucket list is to attend a Minnesota Viking/Green Bay Packer game at Lambeau Field, maybe even in the winter.

What motivates me is that fact that we are able to have a positive impact to our clients lives. We value our client relationships and find satisfaction when clients achieve their goals. This is very fulfilling.

Place Brad would like to visit: Tahiti

Favorite Food: Hungarian Pork Chops