Kyle Berg, financial advisor Saint Louis Park MN

Kyle Berg

CRD Number: 6186536
Current Firm: Affiance Financial LLC

Kyle Berg (CRD# 6186536) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 10 years of experience in the finance industry. Kyle Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Client Services Louisville, KY May 2017 - Current 6
Affiance Financial, LLC St Louis Park, MN Oct 2014 - Current 9
Cetera Advisor Networks El Segundo, CA Nov 2014 - May 2017 2
Wells Fargo Advisors LLC New Brighton, MN Apr 2013 - Oct 2014 1
Wells Fargo Bank Na New Brighton, MN Mar 2011 - Oct 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Kyle S. Berg
Phone Number: 952-544-9818
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    971
    MILLIONS
  • Total Number of Accounts
    3,288
    ACCOUNTS
  • Average Account Value
    $295,435
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI

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