Unclaimed
Mark Timothy Berg is a Certified Financial Planner with over 20 years of experience in the financial services industry. Mark is currently registered with the state of Illinois as an Investment Advisor Representative. He is also registered as an Investment Advisor Representative in Texas. Mark works at Timothy Financial Counsel, Inc. where he has been employed since October 2000. The firm is headquartered in Wheaton, Illinois and provides a range of services to individuals, including financial planning and portfolio management. The firm manages approximately $660 million in assets.
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.
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.
Fees for education workshops
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IL
10/14/2015 - Present
Timothy Financial Counsel, Inc. (WHEATON IL)
IA
Issued 03/07/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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