# Curtis Bergquist

> Curtis Bergquist is a fee-only financial advisor at Ameribanc in Hoffman Estate, Illinois, who holds the CFP credential. Ameribanc reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/curtis-bergquist/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ameribanc
- **Based in:** Hoffman Estate, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.6M across 20 accounts
- **Credentials:** CFP
- **CRD:** 827858 (https://adviserinfo.sec.gov/individual/summary/827858)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (1981)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Curtis Bergquist a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Ameribanc reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Curtis charge for financial advice?

Curtis's firm, Ameribanc, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Curtis Bergquist based?

Curtis Bergquist is based in Hoffman Estate, Illinois.

### What credentials does Curtis Bergquist hold?

Curtis Bergquist holds the CFP credential.

### Is Curtis Bergquist registered with the SEC?

Yes. Curtis Bergquist is registered as an investment adviser representative in IL (CRD 827858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ameribanc manage?

Ameribanc reports $3.6M across 20 accounts in assets under management.

### How do I contact Curtis Bergquist?

Contact details aren't on file yet. Search for Ameribanc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/827858): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.