Steve Bergmann, CFP®
LPL Financial Advisor
Steve is the managing principal and owner of Fox River Financial Consultants, LLC which provides Financial and Retirement planning services to the Fox Valley area. Steve began his career as a financial consultant in 1986 with The Equitable. In 1991 Steve joined AXA Advisors and later joined LPL Financial in 2003. Steve provides objective comprehensive financial services to individuals, business owners and nonprofit organizations. Being a CERTIFIED FINANCIAL PLANNER™ enables him to assist his clients with developing customized portfolios that addresses their individual needs. Steve holds numerous state insurance licenses and securities registrations including the FINRA Series 7, 63, 65 and 24, held through LPL Financial.
Steve is a 1986 graduate of Northern Illinois University with a Bachelor of Science degree in Finance. He received his CERTIFIED FINANCIAL PLANNER™ from the College of Financial Planning in 1994. Steve resides in St. Charles with his wife Merry; who also manages the administrative duties at Fox River Financial Consultants, LLC. His oldest son Alex, graduated from Northern Illinois University with a Bachelor of Science degree in Accounting. His younger son Dan, has enlisted in the United State Marine Corps.
Steve enjoys being a financial advisor, which is self-evident when you meet him. His favorite part of his job is the relationships that he has made over the past 20 or more years with his clients.