Nathan Douglas Berg
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
12 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- New Prague Area SchoolsAug 2023 to now
- Advance Financial ConsultantsJun 2023 to now
- New Prague Golf CourseMay 2023 to now
- CambriaMay 2022 to Aug 2022
- Minnesota State University MankatoAug 2020 to May 2023
- Iowa Western Community CollegeAug 2019 to May 2020
- Xavier UniversityAug 2018 to May 2019
- Mach Lumber Co.May 2017 to May 2022
- New Prague High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7765761
- Firm CRD
- 23131