P.a. Berg Retirement Solutions
P.a. Berg Retirement Solutions (CRD# 140317) is a financial advisory firm headquartered in Brookfield, WI. They manage $3,540,000 in 53 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$66,792
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Patrick Berg (CRD# 2006557) is an Investment Advisor Representative working at P.a. Berg Retirement Solutions in Brookfield, WI and has over 26 years of experience in the finance industry.