Bret
Berg
Securian Financial Services, Inc
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About this Advisor
Bret Berg is a financial advisor working in Doylestown, Pennsylvania who has 5 years of industry experience. Berg is an employee of Securian Financial Services, Inc. Over the course of their career, Berg has held roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Foundations Financial Partners, Kforce and Full Time Student. Berg holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Securian Financial Services, Inc is a financial advisory company based out of Saint Paul, MN. It has offices in 155 locations and a total of 1,750 people on staff. It manages $21 billion in assets between its 76,075 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 165 charitable organizations. Of its 76,075 accounts, 18% are associated with high-net-worth clients who have at least $1 million in assets. The company offers a number of services, such as 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. Financial management fees vary depending on the type of services. Fees charged by Securian Financial Services, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
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
Bret Berg Work History
Bret has been registered as a financial advisor for 5 years.*
Securian Financial Services Inc
Minnesota Life Insurance Co
Foundations Financial Partners
Kforce
Full Time Student
*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 Bret 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 Securian Financial Services, Inc
Manasquan, NJ
Minneapolis, MN
Rockville, MD
Omaha, NE
Midlothian, VA
San Ramon, CA
Tampa, FL
Newark, DE
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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