Ryan Steven Berg

Employer firm

Wealth Forward, LLC CRD 159467

$228M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Wealth Forward, Llc Fka Ranstrom Berg Wealth Management
  Fargo, ND

Other Businesses

1) INDEPENDENT INSURANCE AGENT DBA RANSTROM FINNANCIAL PLANNING. 2) RYAN S. BERG, CPA, NON-INVESTMENT RELATED, 808 3RD AVE S SUITE 420 FARGO, ND, OWNER, TAX PREPARATION, STARTED 1/2003, 15 HOURS/MONTH DURING TRADING HOURS, 5 HOURS/MONTH AFTER TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-01
• S65 Uniform Investment Adviser Law Examination
  2001-11-09

Designations

• Certified Financial Planner
• Personal Financial Specialist