Curtis Bergquist
Ameribanc · Hoffman Estate, Illinois
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.
Request an introduction to Curtis →
Facts
| Firm | Ameribanc |
|---|---|
| Based in | Hoffman Estate, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.6M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 827858 |
| Exams passed | Series 63 (1981) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Curtis's firm compares
- Ameribanc's average account is about $180,000, from its Form ADV (assets managed divided by 20 accounts).
Request an introduction to Curtis
Tell Curtis a little about what you're looking for. Curtis isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Curtis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.