Nancy Van De Berg, financial advisor Luverne MN

Nancy Van De Berg

CRD Number: 3240328
Current Firm: Cambridge Investment Research Advisors, Inc.

Nancy Van De Berg (CRD# 3240328) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Luverne, MN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2017 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2017 - Current 6
Main Street Financial Services Luverne, MN Feb 1993 - Current 31
Invest Financial Corp Tampa, FL Mar 2003 - Nov 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Nancy A. Van De Berg
Phone Number: 641-472-5100
Registered State(s):
  • IA
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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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