P.a. Berg Retirement Solutions

P.a. Berg Retirement Solutions (CRD# 140317) is a financial advisory firm headquartered in Brookfield, WI. They manage $6,522,560 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $59,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at P.a. Berg Retirement Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Patrick A. Berg
CRD#: 2006557
250 N. Sunnyslope, Suite 131, Brookfield, WI 53005
93
Wealthminder
score

Patrick Berg (CRD# 2006557) is an Investment Advisor Representative working at P.a. Berg Retirement Solutions in Brookfield, WI and has over 25 years of experience in the finance industry.

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