Bailey Kate Berg
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCOct 2024 to now
- Cetera Wealth Services, LLCJul 2024 to now
- North Star Resource GroupApr 2022 to now
- Cetera Advisor Networks LLCAug 2023 to Jul 2024
- Apple Spice Box Lunch and CateringOct 2019 to Apr 2022
- Doubletree HotelsAug 2019 to Oct 2019
- Acr HomesSep 2018 to Aug 2019
- Metro PetroJan 2018 to Apr 2018
- University of Minnesota - Twin CitiesSep 2017 to May 2019
- Cub FoodsAug 2017 to Jan 2018
- Tangerine GiftsJun 2015 to Sep 2017
- Century Sr. High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7535630
- Firm CRD
- 105644