This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WMG FINANCIAL ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 24, 1991

First registration

Jan 28, 2004

Dual registered

no

Other names

BILL BERGNER|D WILLIAM BERGNER|BILL BERGNER|DIETER WILLIAM BERGNER|D WILLIAM BERGNER|DIETER WILLIAM BERGNER

IAPD individual key

1994381

Graph

RIA / Wealth Management

Canonical id

dfx:ria:af3ff092-e631-eca3-cd13-b9c26cdfc112

First observed

Jan 28, 2004

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.