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Bailey Kate Berg

Cetera Investment Advisers LLC

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About Bailey Kate Berg

Bailey Kate Berg is a financial advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN. Bailey has been a financial advisor since 2024 and has experience in providing guidance and support for advisors and team members. Bailey is also a licensed insurance agent and has a strong understanding of life insurance, securities, and financial planning. Bailey holds a Series 7TO and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Minnesota. Bailey is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Bailey Berg is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

2701 UNIVERSITY AVENUE SE

MINNEAPOLIS, MN 55414-3238

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bailey Berg’s Registration & Firm History

MN

10/30/2024 - Present

Cetera Investment Advisers LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 7/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bailey Kate Berg.
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