Raymond Berg, financial advisor Minnetonka MN

Raymond Berg

CRD Number: 1080978
Current Firm: Omega Wealth Management Group LLC

Raymond Berg (CRD# 1080978) is an Investment Advisor Representative working at Omega Wealth Management Group LLC in Minnetonka, MN and has over 32 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Minnetonka MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Eric Aanes, financial advisor Minnetonka MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Similar Advisors
Alexis Abanto-Wolf, financial advisor Minnetonka MN
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
Omega Wealth Management Group Inc. Minnetonka, MN Feb 2015 - Current 9
Berg Models & Talent Minnetonka, MN Jan 2012 - Current 12
Rental Real State Branson West, MO Jan 2005 - Current 19
Raymond Berg - Sole Proprietor Minnetonka, MN Jul 1991 - Apr 2017 25
Lpl Financial, LLC Mound, MN Jan 2003 - Feb 2015 12
Lpl Financial, LLC Mound, MN Jun 2000 - Feb 2015 14
Omega Wealth Management Group Minnetonka, MN Aug 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Raymond J. Berg
Phone Number: 952-475-6844
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $112,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

MN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.