Joshua John Bergsma
Investment Adviser Representative at Advisory Alpha, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua John Bergsma is an investment adviser representative with Advisory Alpha, LLC in Holland, MI, where they have been registered since 2023. They have worked in the securities industry since 2013 and were previously registered with Cambridge Investment Research Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, IncApr 2013 – May 2023Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Jan 2018 – May 2023Fairfield, IA
- Vision Financial GroupFeb 2016 – no end date reportedZeeland, MI
- Advisory Alpha, LLCMay 2023 – no end date reportedHolland, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisory Alpha, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.017
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advanced planning, asset management, compliance, marketing, and technology services delivered as an integrated single-provider platform. The firm also supports advisors in starting an independent RIA, enhancing an existing RIA, affiliating with a competitive RIA, and buying a practice or building succession.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 64
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Holland, MI
- SEC file number:
- 801-72499
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Advisory Alpha, LLC
Showing 12 of 64 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua John Bergsma has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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