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Advisors / Illinois / Arlington Heights
34yrs

John Bergquist

Financial advisor at Cetera Investment Advisers

John Bergquist has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Arlington Heights, Illinois. John joined Cetera Investment Advisers in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 166 advisors with offices in Arlington Heights, and one of 155 fiduciaries.

Arlington Heights, ILTop 9% by experience nationwideFiduciary advisor

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
OfficeArlington Heights, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2007 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Cetera Investment Advisers at (310) 257-7880 and ask for John Bergquist. John works from the Arlington Heights, IL office.

How long has John been a financial advisor?

John has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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