David Jon Berg
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCNov 2025 to now
- Old National BankNov 2025 to now
- Raymond James Financial Services Advisors, IncSep 2024 to Nov 2025
- Bremer InvestmentsAug 2024 to Nov 2025
- Raymond James Financial Services Inc.Aug 2024 to Nov 2025
- Bremer Bank N.A.Nov 2019 to Nov 2025
- Ameriprise Financial Services, Inc.Aug 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5505801
- Firm CRD
- 6413