Patrick Berg
Patrick Berg is a registered investment advisor at P.A. Berg Retirement Solutions, based in River Forest, IL, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 33 clients with $2.4M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
River Forest, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick sells insurance products since 1989. This takes about 10-20% of his time and occurs during trading hours.
Employment History
Current Registrations
P.A. Berg Retirement Solutions
Previous Registrations
P.A. Berg Retirement Solutions
Ws Griffith Securities, INC.
State Registrations1 state
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.