Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Ryan Berg is a financial advisor who has been in the industry for over 20 years. Keith is currently registered with Thrivent Advisor Network, LLC and holds Series 6, 7, 63, 66, 99TO, and SIE licenses. Keith provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Keith has experience with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
MN
02/23/2023 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
06/18/2020 - 08/30/2024
PURSHE KAPLAN STERLING INVESTMENTS (North Oaks MN)
MN
07/01/2002 - 06/17/2020
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)
MN
08/30/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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