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John Paul Berg

Allspring Funds Management, LLC

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About John Paul Berg

John Paul Berg is a registered representative with Allspring Funds Management, LLC. John has been in the industry since 2007 and has passed the Series 6, 7, 63, and 65 exams. John is registered to provide investment advice in all states. In addition to working with Allspring Funds Management, John has an interest in real estate and actively invests in rental properties.

Firm Information

John Berg is currently registered with Allspring Funds Management, LLC. Allspring Funds Management, LLC is a Charlotte, NC-based investment advisor with $300,798,686,558 in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Allspring Funds Management, LLC has 57 registered representatives, 2 investment advisory functions and serves clients including corporations or other businesses, individuals other than high net worth, high net worth individuals, and pooled investment vehicles. They participate in wrap fee programs.
Allspring Funds Management, LLC

1415 VANTAGE PARK DRIVE

CHARLOTTE, NC 28203

$300.80B

Assets Under Management

20

Total Clients

78

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Berg’s Registration & Firm History

WI

12/26/2016 - Present

Allspring Funds Management, LLC (Menomonee Falls WI)

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Licenses & Designations

IA

Issued 02/08/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Paul Berg. Review regulatory record here.
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