Allen
Berg
Waveland Family Office, LLC
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About this Advisor
Allen Berg is a certified financial planner operating out of Northbrook, Illinois. Berg is currently employed by Waveland Family Office, LLC. Throughout their career, Berg has worked at North Star Investment Management Corp, Bnr Partners, LLC, Steinberg Advisors, LTD, Weiss & Company Llp, Kovitz Investment Group Partners, LLC and Waveland Family Office, LLC. Berg can advise clients in Illinois. Waveland Family Office, LLC is a registered investment company based out of Northbrook, IL. Waveland Family Office, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which service is offered. Fee types billed by Waveland Family Office, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waveland Family Office, LLC Brokerage Details
6
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Allen Berg Work History
Allen has been registered as a financial advisor for 0 years.*
Waveland Family Office, LLC
Kovitz Investment Group Partners, LLC
Weiss & Company Llp
North Star Investment Management Corp
Steinberg Advisors, LTD
Bnr Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allen Berg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waveland Family Office, LLC
Northbrook, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
