My name is Nick Bergstedt and I am a Financial Advisor. At my core, I love to build relationships and help people. It just so happens that those are 2 of my main job functions as a Financial Advisor. I strive to form long-lasting relationships with my clients and to be a trusted resource to help them navigate whatever life may throw their way. The first thing I do with my clients is get to know them. Who they are, where they are currently at in life, and where they want to get to in the future. This part of the process is vital. It provides the roadmap for everything that is to follow in the planning process. I can then take that information and create a personalized, comprehensive, actionable plan to help each client take control of their money and put it to work in the most effective and efficient ways.
After our initial “get to know you” meeting, I will come back and meet with my clients again and present them with their financial plan. I take time to go in depth on each piece of the plan and explain why I am making the recommendations I am making and answer any questions my clients might have. At the end of the day, each plan belongs to the client and it’s imperative that they fully understand how each part of the plan works and why it is beneficial to them to take the actions being presented.
Once a financial plan has been presented to a client, it is their choice on how/when to implement it. My role does not end there though. I strive to be a trusted resource for each client for as long as they need me. I believe that financial planning is relevant to anyone and everyone and I’d love to meet you and find out if I can help you in any way!
On the personal side, my wife and I have 2 daughters ages 8 and 6 1/2. I love golfing, biking, running, lifting weights, being outdoors, finding new ways to be healthy, cheering on all the Minnesota sports teams, and spending time with family and friends.
Nick Bergstedt
Financial Advisor – Northwestern Mutual
