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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Timothy Berg is a financial advisor with over 20 years of experience in the industry. He is currently registered with Eagle Strategies LLC in Sioux Falls, South Dakota. Previously, Derek has been associated with Great American Advisors, Inc. and Thrivent Investment Management Inc. He has held several licenses, including Series 7, Series 24, Series 51, and Series 66. Derek is specialized in providing financial planning, investment management, and educational seminars to individuals, businesses, and charitable organizations. He has a strong commitment to serving his clients and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SD
02/26/2011 - Present
Eagle Strategies LLC (SIOUX FALLS SD)
SD
02/03/2006 - 03/23/2007
GREAT AMERICAN ADVISORS, INC. (HUMBOLDT SD)
MN
05/12/2003 - 01/09/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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