Phillip Berge (CRD# 6971601) is an Investment Advisor Representative working at Edward Jones in Brookfield, WI and has over 5 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2018 - Current | 5 |
| Miller's Liquor | Madison, WI | Mar 2018 - Jun 2018 | < 1 |
| Monona Catering | Madison, WI | May 2016 - Jun 2018 | 2 |
| University Of Wisconsin-madison | Madison, WI | Sep 2014 - May 2018 | 3 |
| El Arca | Buenos Aires, | May 2017 - Jul 2017 | < 1 |
| Monona Catering | Madison, WI | May 2015 - May 2016 | 1 |
| C.h. Bird Elementary School | Sun Prairie, WI | Jun 2014 - Aug 2014 | < 1 |
| Yolo Frozen Yogurt | Sun Prairie, WI | May 2014 - Aug 2014 | < 1 |
| Sun Prairie Area School District | Sun Prairie, WI | Sep 2001 - Jun 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- MO
- TX
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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