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Kyle Scott Berg

Affiance Financial LLC

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About Kyle Scott Berg

Kyle Berg is a financial advisor with Affiance Financial LLC and Private Client Services, LLC. Kyle has been working in the financial services industry since 2013. Kyle is registered with the state of Minnesota and holds Series 6, 7, 63, and 65 licenses. Kyle also holds the SIE designation and is a Certified Financial Planner™. Kyle specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Kyle has a strong background in the financial services industry and is committed to helping clients achieve their financial goals.

Firm Information

Kyle Berg is currently registered with Affiance Financial LLC. Affiance Financial LLC is an investment advisor registered with the SEC and located in ST. LOUIS PARK, MN. The firm provides financial planning, portfolio management for individuals and businesses. They have approximately $971,389,913 in regulatory assets under management. Affiance Financial LLC primarily serves high-net-worth individuals and individuals other than high-net-worth, with a total of 1,027 clients.
Affiance Financial LLC

600 HIGHWAY 169 SOUTH

ST. LOUIS PARK, MN 55426

$971.39M

Assets Under Management

8

Total Clients

10

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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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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Kyle Berg’s Registration & Firm History

MN

06/04/2015 - Present

Affiance Financial LLC (ST. LOUIS PARK MN)

MN

11/10/2014 - 05/17/2017

CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)

MN

06/05/2013 - 10/09/2014

WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2015

Series 7 - General Securities Representative Examination

BC

Issued 06/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Scott Berg.
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