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Mark Timothy Berg

Timothy Financial Counsel, Inc.

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About Mark Timothy Berg

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.

Firm Information

Mark Berg is currently registered with Timothy Financial Counsel, Inc.. Timothy Financial Counsel, Inc. is an investment advisor headquartered in Wheaton, IL. The firm offers financial planning services and has 18 investment adviser representatives. They do not provide portfolio management services.
Timothy Financial Counsel, Inc.

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

Not reported

Assets Under Management

660

Total Clients

16

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.

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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other

Fees for education workshops

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Mark Berg’s Registration & Firm History

IL

10/14/2015 - Present

Timothy Financial Counsel, Inc. (WHEATON IL)

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Licenses & Designations

IA

Issued 03/07/1996

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Timothy Berg.
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