Gregory BervigCRD Number: 1396594
Current Firm: Ameriprise Financial Services, Inc.
Gregory Bervig (CRD# 1396594) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Park Rapids, MN and has over 32 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Lpl Financial LLC
|Ameriprise Financial Services Inc.||Park Rapids, MN||Jun 2012 - Current||5|
|North Star Consultants, Inc & North Star Brokerage||Minneapolis, MN||Jan 1997 - Jun 2012||15|
|Securian Financial Services, Inc.||Park Rapids, MN||Jan 1987 - Jun 2012||25|
|C.r.i. Securities, Inc.||Park Rapids, MN||Jan 1987 - Jun 2012||25|
|Minnesota Life Insurance Company||St Paul, MN||Nov 1986 - Jun 2012||25|
|North Star Consultants||Park Rapids, MN||Nov 1986 - Jun 2012||25|
|Insurance Services||Detroit Lakes, MN||Jan 1986 - Dec 2010||24|
|Marathon Advisors, Inc.||Minneapolis, MN||Dec 1986 - Dec 2007||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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