Jessica Berg (CRD# 6459039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 8 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jul 2020 - Current | 3 |
| Thrivent Investment Management Inc. | Eau Claire, WI | Mar 2020 - Current | 4 |
| Thrivent Financial | Appleton, WI | Apr 2020 - Jul 2020 | < 1 |
| Royal Credit Union | Eau Claire, WI | Jun 2019 - Mar 2020 | < 1 |
| Lpl Financial LLC | Eau Claire, WI | Feb 2018 - Jun 2019 | 1 |
| Invest Financial Corp. | Tampa, FL | Mar 2016 - Feb 2018 | 1 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Feb 2015 - Feb 2016 | 1 |
| Aaron Carlson Corporation | Minneapolis, MN | Oct 2014 - Feb 2015 | < 1 |
| University Of Wisconsin - Stout, Recreation Department | Menomonie, WI | Sep 2011 - Jan 2015 | 3 |
| Student | Menomonie, WI | Jun 2010 - Dec 2014 | 4 |
| Xperience Fitness | Vadnais Heights, MN | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- WI
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.