Isaac James Berg
Investment adviser representative at Howard Bailey Securities, LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$582.8MFirm 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
11 years in the industry.
- Howard Bailey Securities, LLCMar 2022 to now
- Howard Bailey FinancialMay 2021 to now
- Ash BrokerageMar 2020 to May 2021
- Lincoln Financial GroupMar 2018 to Mar 2020
- City of Fort WayneOct 2015 to Mar 2018
- Sherwin WilliamsOct 2015 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, OH).
Howard Bailey Securities, LLC
$582.8MAssets managed
1,756Clients
11Advisers
7 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
- 7517046
- Firm CRD
- 282712