Gregory Berg
Gregory Berg is a registered investment advisor at Ameriprise Financial Services, LLC, based in St. Charles, IL, with 43 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
522 W Main St, St. Charles, IL, 60174
Get directionsHistory
Regulatory History (3)
Judgment / Lien
February 2026Judgment / Lien
July 2019Judgment / Lien
September 2017Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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