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John Berg

Allspring Funds Management, LLC
19 Years of Experience
Milwaukee, WI
1 DisclosureBroker
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John Berg is a registered investment advisor at Allspring Funds Management, LLC, based in Milwaukee, WI, with 19 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 10,118 clients with $320B in assets under management.

Allspring Funds Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
85 advisors
Number of Clients
10,118 clients
Average Client Portfolio
$32.1M average
Assets Under Management
$324.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are negotiated with each managed account program sponsor and client, generally falling within a range of 0.06% to 0.75% of assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

417 E. Chicago Street, Milwaukee, WI, 53202

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History

Regulatory History (1)
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Criminal
December 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a partner in B&B Investment Partners, LLC, assisting in the rehabilitation and management of real estate properties, dedicating about 10-20% of his time. He also owns and manages a unit in his duplex, spending minimal time on it.

Employment History
Current Registrations
Allspring Funds Management, LLC
December 2016 - Present · 9 yrs 10 mos
Allspring Funds Distributor, LLC
March 2007 - Present · 19 yrs 7 mos
Allspring Funds Distributor, LLCBroker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Wells Fargo Funds Management, LLC
November 2007 - December 2014 · 7 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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