Mark Berg (CRD# 2724564) is an Investment Advisor Representative working at Timothy Financial Counsel, Inc. in Wheaton, IL and has over 28 years of experience in the finance industry. Mark Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2236571
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Timothy Financial Counsel, Inc. | Wheaton, IL | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- IL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
AZ, CA, CO, FL, HI, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, OH, TX, VA, WI
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