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Bailey Berg

1 Year of Experience
Minneapolis, MN
BrokerSells Insurance

Bailey Berg is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 1 years of industry experience. Bailey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2701 University Avenue Se, Minneapolis, MN, 55414-3238

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bailey works as a Financial Planning Administrative Coordinator for North Star Resource Group, a life insurance, securities, and planning business. This role involves providing guidance and support for advisors and team members and takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
MN
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.