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Brad Berg, Private Wealth Advisor serving the Clearwater, FL area - Ameriprise Advisors

Brad Berg

CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Berg Wealth Management Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • AA, 1983, Lansing Community College, Lansing, MI

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2020 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2018
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2000-2023

Previous experience

  • General Manager, JP Hotels, Clearwater, FL, 1984-1995

Interests

  • My weekends are spent enjoying family time . Jessica has now graduated from Samford University and Joshua is a Sophomore at Samford.
  • I also enjoy travel, skiing, golf and photography, when time allows.