Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Berg is an investment advisor representative with Ameriprise Financial Services, LLC. Kristi has been working in the financial services industry since May 2014. Kristi has a Series 6, 7, and 63 license. Kristi has a total of 10 state licenses. Kristi is licensed in Arizona, California, Florida, Indiana, Iowa, Minnesota, Ohio, Texas, Virginia, and Wisconsin. Kristi is registered with Ameriprise Financial Services, LLC and BMO HARRIS FINANCIAL ADVISORS, INC.. Kristi has been a Registered Representative since 2014. Kristi provides investment advisory services to individuals, businesses, and other entities. Kristi also provides financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
WI
12/11/2020 - Present
Ameriprise Financial Services, LLC (Sun Prairie WI)
WI
05/14/2014 - 12/14/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (MONONA WI)
IA
Issued 12/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristi Berg is the right advisor for you? Invested Better is here to help.
