Dave BergWealth Advisor | CRPC®, LUTCF®
Address
1444 45th Street South
Fargo, North Dakota 58103
US
Phone
(701) 492-2644
Email
About Dave Berg
Career Highlights and Industry Expertise
- Financial industry professional since 2008
- Joined the company in 2019
- Series 6, 7 and 66 registrations, held through LPL Financial
- Life, Accident and Health Insurance License
- Chartered Retirement Planning Counselor℠
- Life Underwriter Training Council Fellow®
Education
- Bachelor’s degree in business administration from the University of North Dakota
Servicing Areas
Serving the Fargo, North Dakota region and banking centers
LinkedIn Page
http://www.linkedin.com/in/davidbergbremerOutside the office, I enjoy golfing and spending time at the lake with family and friends.
I focus on providing personalized financial planning and investment advice to help clients pursue their long-term goals with confidence. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
I focus on providing personalized financial planning and investment advice to help clients pursue their long-term goals with confidence. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
