William
Berg
Woodbury Financial Services, Inc
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About this Advisor
William Berg is a certified financial planner based in Neptune, New Jersey. Berg is an advisor for Woodbury Financial Services, Inc. The advisor has gained experience at Rowan University, Brick Recreation Dept, Bally Total Fitness, Martell'S Tiki Bar, Crossfit Sewell, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Apache Crossfit, Commonwealth Financial Network, Roundangle Advisors LLC and Woodbury Financial Services Inc. Berg holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Woodbury Financial Services, Inc is a firm based in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 financial advisors. It administers $19 billion in total assets between its 101,950 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is provided. Fees charged by Woodbury Financial Services, Inc can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Berg Work History
William has been registered as a financial advisor for 0 years.*
Woodbury Financial Services Inc
Apache Crossfit
Roundangle Advisors LLC
Commonwealth Financial Network
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Martell'S Tiki Bar
Bally Total Fitness
Martell'S Tiki Bar
Crossfit Sewell
Brick Recreation Dept
Rowan University
*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 William Berg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
