Joseph Bergen
Advisor at TIAA-CREF
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Work history
Tiaa
2023 - Present (3 years)
TIAA-CREF Individual & Institutional Services, LLC
2023 - Present (3 years)
Financial Engines Advisors L.L.C.
2022 - 2023 (1 year)
BANK OF THE WEST
2018 - 2021 (3 years)
Bancwest Investment Services, Inc.
2018 - 2021 (3 years)
Yelp
2018 - 2018 (1 year)
Synchrony
2018 - 2018 (1 year)
Ups
2017 - 2017 (1 year)
BancWest Investment Services
2017 - 2017 (1 year)
BANK OF THE WEST
2017 - 2017 (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - 2017 (1 year)
UnEmployed
2016 - 2017 (1 year)
Charles Schwab bank
2013 - 2016 (3 years)
Charles Schwab & Co.,inc
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Erick G
Series 66
Chandler, AZ
Edward Jones
Brandi B
Series 66
Chandler, AZ
Edward Jones
Eric S
Series 66
Chandler, AZ
Edward Jones
Christine L
Series 63, Series 66
Sun Lakes, AZ
Edward Jones
Stephen P
Series 63, Series 66
Sun Lakes, AZ
Edward Jones
Daralyn W
Series 63, Series 66
Casa Grande, AZ
Fidelity
Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.
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