William John Berg
Investment adviser representative at Kestra Advisory Services, LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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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
- Pension consulting
Experience
8 years in the industry.
- Kestra Advisory Services, LLCOct 2024 to now
- Kestra Investment Services, LLCOct 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2024
- Woodbury Financial Services IncDec 2022 to Jan 2024
- Roundangle Advisors LLCFeb 2020 to Dec 2022
- Commonwealth Financial NetworkJan 2018 to Feb 2020
- Apache CrossfitJun 2016 to Oct 2024
- Various Insurance Carriers for W&r Insurance AgenciesJan 2016 to Jan 2018
- Waddell & Reed IncJan 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6586480
- Firm CRD
- 283330