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Kristy Lynn Berger

Aurora Private Wealth, Inc.

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About Kristy Lynn Berger

Kristy Lynn Berger is an active investment advisor representative with Aurora Private Wealth, Inc. in Wichita, KS. Kristy has been in the financial industry since 2007 and has a variety of experience in the investment world. Kristy holds the Series 7, Series 66 and SIE licenses, and has been registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Kristy Lynn Berger specializes in financial planning, pension consulting and portfolio management for individuals and businesses.

Firm Information

Kristy Berger is currently registered with Aurora Private Wealth, Inc.. Aurora Private Wealth, Inc. is a wealth management firm headquartered in Rockaway, NJ. They serve both high-net-worth individuals and individuals other than high-net-worth with a focus on financial planning, pension consulting, and portfolio management. The firm manages over $363 million in assets for 1,890 clients. They are registered with the SEC and have 21 licensed agents and investment adviser representatives.
Aurora Private Wealth, Inc.

100 ENTERPRISE DRIVE

ROCKAWAY, NJ 07866

$363.26M

Assets Under Management

Not reported

Total Clients

22

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kristy Berger’s Registration & Firm History

KS

04/18/2019 - Present

Aurora Private Wealth, Inc. (Wichita KS)

KS

11/02/2009 - 07/28/2010

NATIONAL PLANNING CORPORATION (WICHITA KS)

KS

09/24/2009 - 11/13/2009

MAIN STREET SECURITIES, LLC (HAYS KS)

CA

07/27/1999 - 05/10/2001

PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)

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Licenses & Designations

BOTH

Issued 02/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristy Lynn Berger.
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