Keith Berg, financial advisor Ogden IA

Keith Berg

CRD Number: 1685183
Current Firm: Lpl Financial LLC

Keith Berg (CRD# 1685183) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Ogden, IA Nov 2017 - Current 6
Investment Centers Of America, Inc. Ogden, IA Sep 1989 - Nov 2017 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Keith W. Berg
Phone Number: 704-733-3300
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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