Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Vonberge is a financial advisor with over 20 years of experience in the industry. Erick currently works at Von Berge Wealth Management Group, LLC. Prior to joining Von Berge Wealth Management Group, LLC, Erick worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Laurel Wealth Advisors. Erick is registered in California, Louisiana and Texas as an Investment Advisor Representative. Erick holds the Series 31, Series 63, Series 65 and Series 7 licenses. In addition to investment advisory services, Erick also offers insurance services. Erick provides services to a variety of client types, including individuals, corporations, trusts, estates, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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CA
04/01/2021 - Present
VON Berge Wealth Management Group, LLC (SAN DIEGO CA)
CA
07/01/2003 - 05/09/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
NY
01/12/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
02/02/1990 - 01/17/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/20/1988 - 02/27/1990
J. T. MORAN & CO., INC.
NA
09/22/1987 - 05/21/1988
SHERWOOD CAPITAL, INC.
IA
Issued 05/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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