Orion Social | Craig Bergstrom | Friends Activity https://social.orionadvisor.com/members/craig-bergstromwingatewealthadvisors-com/activity/friends/ Activity feed for Craig Bergstrom's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 b2a9cde5ad7bc36f1cf3c1afd796d2fc Ray Shirley joined the group Compliance https://social.orionadvisor.com/activity/p/10410/ Wed, 03 Oct 2018 14:50:54 -0500 0 479ee1825801b7a0a0b4c370da287052 Tricia Drexel replied to the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/page/3/#post-32624 Thu, 12 Jul 2018 18:28:32 -0500 1. After an advisor uploads firm goals to trends, can another advisor level user run the data query and populate new goals; thus overriding what someone else set?
2. Can there be different Firm Level Goals uploaded by users and viewable among all advisor level users in the database (e.g. for different Business Lines within the DB)? Or does each…[Read more]

]]> 4f704d8238afce6d2f790fbf233de9de Ray Shirley joined the group Trading https://social.orionadvisor.com/activity/p/8648/ Tue, 03 Apr 2018 13:22:24 -0500 0 94b4eb0406511cfea6f45cb454e874c8 Ray Shirley replied to the topic Financial Planning and Orion integration in the forum Integrations https://social0.wpengine.com/forums/topic/financial-planning-and-orion-integration/#post-31359 Fri, 09 Mar 2018 22:25:22 -0600 Speaking purely to the MGP integration with Orion, while we aren’t able to send multiple accounts from different households to one plan or multiple households to one plan in MoneyGuidePro, MGP allows you to assign accounts to specific goals in the plan within their investment assets area of the plan. I believe MGP also has a separate conversation…[Read more]

]]> 8987c02f4395fbba1aa40e28e03cba99 Ray Shirley and Kate Goodby are now friends https://social.orionadvisor.com/activity/p/8441/ Thu, 08 Mar 2018 19:00:33 -0600 0 c6f5c8bc5063ed047e026bc35a85f94c Ray Shirley changed their profile picture https://social.orionadvisor.com/activity/p/8381/ Fri, 02 Mar 2018 15:27:49 -0600 0 1db2506b8cb1b737091d38ea298c0e8c Ray Shirley and Alex Svehla are now friends https://social.orionadvisor.com/activity/p/7873/ Wed, 24 Jan 2018 20:51:36 -0600 0 75db429da77fcb940f0c6a652fbe05db Ray Shirley and Karin Kingkade are now friends https://social.orionadvisor.com/activity/p/7869/ Wed, 24 Jan 2018 20:29:33 -0600 0 5983e65b5a4adf1fedf43b47cb1508b4 Ray Shirley and Josh Benson are now friends https://social.orionadvisor.com/activity/p/7269/ Tue, 05 Dec 2017 20:20:40 -0600 0 4c828f6fa46713dc1790214b3ca74b68 Ray Shirley and Tyler Vacek are now friends https://social.orionadvisor.com/activity/p/6973/ Fri, 27 Oct 2017 18:58:44 -0500 0 bda69fde1591552c4ce3da04eef14180 Ray Shirley joined the group Performance https://social.orionadvisor.com/activity/p/6445/ Thu, 12 Oct 2017 19:11:33 -0500 0 f4232792607c3f1e18b203ef24d5343c Ray Shirley and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6427/ Wed, 11 Oct 2017 18:52:18 -0500 0 0090ea4d75ddc5d9291c8f37a3b54259 Ray Shirley posted an update: studying for the CFP https://social.orionadvisor.com/activity/p/6418/ Tue, 10 Oct 2017 21:39:46 -0500 studying for the CFP

]]> 0 6695b91c7c74f11685da77ea7ae68a7c Ray Shirley and Amy Strickland are now friends https://social.orionadvisor.com/activity/p/6137/ Fri, 15 Sep 2017 18:29:13 -0500 0 4699dd5d55ee0ef71140c7c64546f4f2 Ray Shirley and Nate Lozeau are now friends https://social.orionadvisor.com/activity/p/6033/ Wed, 06 Sep 2017 17:02:37 -0500 0 a7a45026d5e4d48ddaf705939cd9b765 Ray Shirley and Benjamin Rawlings are now friends https://social.orionadvisor.com/activity/p/6024/ Tue, 05 Sep 2017 19:57:02 -0500 0 81456203895fff84c2cae8f1bb3f9b7e Ray Shirley joined the group Platform Support https://social.orionadvisor.com/activity/p/5905/ Wed, 23 Aug 2017 19:09:22 -0500 0 ac780bcb3ab819045d8e31bf2321f4c6 Ray Shirley and Tyler Magnussen are now friends https://social.orionadvisor.com/activity/p/5901/ Wed, 23 Aug 2017 15:22:39 -0500 0 1d227e24e5c3bf7ab2fa90b7c9020f7b Ray Shirley voted up to a reply by Jennifer Burton in the topic Quik! Integration for TAMPS https://social.orionadvisor.com/activity/p/5829/ Tue, 15 Aug 2017 14:55:34 -0500 0 daa043e5651d6a212aaa6e40cda43ffc Ray Shirley and Erin Warner are now friends https://social.orionadvisor.com/activity/p/5789/ Wed, 09 Aug 2017 15:09:28 -0500 0 a8fac53e2758bd216bfa5dbdbc46e533 Ray Shirley and Todd Bertucci are now friends https://social.orionadvisor.com/activity/p/5788/ Wed, 09 Aug 2017 14:59:37 -0500 0 cce62efae9edc39fb811ca296cc75b1f Ray Shirley and Jennifer Friederich are now friends https://social.orionadvisor.com/activity/p/5669/ Mon, 31 Jul 2017 12:40:44 -0500 0 2d86fb7a6d9180f9f04ca9853ea20796 Ray Shirley and Jared Jollensten are now friends https://social.orionadvisor.com/activity/p/5634/ Thu, 27 Jul 2017 14:41:11 -0500 0 8867220200fefe243591855abed64952 Ray Shirley and Barbara Buquing are now friends https://social.orionadvisor.com/activity/p/5588/ Tue, 25 Jul 2017 00:45:59 -0500 0 04f152171393703d8f7173ad7c8409bf Ray Shirley and Ben Bedell are now friends https://social.orionadvisor.com/activity/p/5571/ Fri, 21 Jul 2017 21:47:49 -0500 0 1dd992cd40a6b60b39d08d30659801ec Ray Shirley and Alexa Hansen are now friends https://social.orionadvisor.com/activity/p/5562/ Fri, 21 Jul 2017 20:58:04 -0500 0 9dd6c44c3293eecf145c4e476e7a1e18 Ray Shirley and TJ Middlesworth are now friends https://social.orionadvisor.com/activity/p/5522/ Thu, 20 Jul 2017 02:26:08 -0500 0 3ff37fdcbc19db6d57fdf845142a48a7 Ray Shirley and Shaun Kardell are now friends https://social.orionadvisor.com/activity/p/5489/ Tue, 18 Jul 2017 13:20:25 -0500 0 349cd783ec4b63a4ecdd885da91025aa Ray Shirley and Tricia Drexel are now friends https://social.orionadvisor.com/activity/p/5398/ Wed, 12 Jul 2017 16:42:25 -0500 0 56f84d4ba89c4e838c26b99de6897373 Ray Shirley and Phil Colling are now friends https://social.orionadvisor.com/activity/p/5381/ Tue, 11 Jul 2017 21:17:37 -0500 0 775738350bb9709de1674a9a346c4d73 Ray Shirley and Scott Ruling are now friends https://social.orionadvisor.com/activity/p/5296/ Fri, 07 Jul 2017 12:28:36 -0500 0 beafbe2e2af20d4879c99e24affbeec1 Ray Shirley and Todd Urkoski are now friends https://social.orionadvisor.com/activity/p/5279/ Thu, 06 Jul 2017 16:14:16 -0500 0 7192bd8c742f090feb933525106f8299 Ray Shirley and Tyler Wood are now friends https://social.orionadvisor.com/activity/p/5260/ Wed, 05 Jul 2017 16:09:55 -0500 0 8fc3815d8a713e4d6f4cdab7934abb63 Ray Shirley and Ryan Stevenson are now friends https://social.orionadvisor.com/activity/p/5186/ Fri, 30 Jun 2017 14:42:12 -0500 0 6a783baa36ecc28ff4b8807707795a57 Ray Shirley and Johnny Sandquist are now friends https://social.orionadvisor.com/activity/p/5113/ Wed, 28 Jun 2017 14:00:58 -0500 0 9a36656c443fdf8a2697dbfc2dca35a4 Ray Shirley and Chris Downey are now friends https://social.orionadvisor.com/activity/p/5105/ Tue, 27 Jun 2017 21:54:25 -0500 0 6c708ba12b668a69972534c9f2e8b0a8 Ray Shirley voted up to the topic EMX Integration? by David Ellis https://social.orionadvisor.com/activity/p/5091/ Tue, 27 Jun 2017 18:28:47 -0500 0 6f6dc00d1b975b91dd853955fadae53a Ray Shirley and Tami Hurd are now friends https://social.orionadvisor.com/activity/p/5079/ Tue, 27 Jun 2017 16:26:12 -0500 0 0cf4bb1a06f3b1d9e0baac62bce2ac31 Ray Shirley and Michaela Faires are now friends https://social.orionadvisor.com/activity/p/5077/ Tue, 27 Jun 2017 15:55:14 -0500 0 92a8673fb77dfe38a64f42494d75c708 Ray Shirley voted up to a reply by David Ellis in the topic EMX Integration? https://social.orionadvisor.com/activity/p/5072/ Tue, 27 Jun 2017 15:08:07 -0500 0 e8c114705fec31a914b2a47f450bd9a0 Ray Shirley voted up to a reply by Rob Siegmann in the topic using the net worth on client portal https://social.orionadvisor.com/activity/p/5071/ Tue, 27 Jun 2017 15:07:03 -0500 0 e60f5b0ec648e03a6e453c8e791bb17c Ray Shirley voted up to a reply by Craig Morningstar in the topic Orion Client Portal with Sharefile and with SalesForce https://social.orionadvisor.com/activity/p/5070/ Tue, 27 Jun 2017 15:05:47 -0500 0 b36c4f4f98f7bf2ff38cb5bf4707c6d5 Ray Shirley voted up to a reply by Joe Porter in the topic Unmanaged Asset Options https://social.orionadvisor.com/activity/p/5069/ Tue, 27 Jun 2017 15:00:45 -0500 0 c17ec54bc5146e13397d46ac2cf3a204 Ray Shirley and Dustin Carter are now friends https://social.orionadvisor.com/activity/p/5068/ Tue, 27 Jun 2017 14:54:46 -0500 0 83db30d63c1e6d960b784b1b7f129acd Ray Shirley and Stacy McMartin are now friends https://social.orionadvisor.com/activity/p/5053/ Mon, 26 Jun 2017 23:30:21 -0500 0 3cb2b420021e6361b42550bac84b30f3 Ray Shirley and Kelly Noonan are now friends https://social.orionadvisor.com/activity/p/5051/ Mon, 26 Jun 2017 21:42:47 -0500 0 c112006540328c29da004f10a6a14c8d Ray Shirley and Dylan Mahler are now friends https://social.orionadvisor.com/activity/p/5029/ Mon, 26 Jun 2017 17:42:28 -0500 0 6b4ddf48ab9a2ae1527bdc55e407549e Ray Shirley and Kim Gibson are now friends https://social.orionadvisor.com/activity/p/5025/ Mon, 26 Jun 2017 16:02:18 -0500 0 b6796e1ee75a248d32a764d388bf5b19 Ray Shirley and Haley Knapp are now friends https://social.orionadvisor.com/activity/p/5019/ Mon, 26 Jun 2017 15:46:50 -0500 0 737806abf8c1a267faf6915cf77b37d1 Ray Shirley and Justin Eatherton are now friends https://social.orionadvisor.com/activity/p/5014/ Mon, 26 Jun 2017 13:46:59 -0500 0