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Daniel J Berg

B.E.S.T. Wealth Management LLC

St. Louis, MO

CRD 5437291

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Employer firm

B.e.s.t. Wealth Management LLC CRD 160920

$58.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX PREPARATION SERVICES

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

Current Employers
B.E.S.T. Wealth Management Llc

10880 Baur Blvd Suite 104, St. Louis, MO 63132 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-02-20
  • MO RA
    APPROVED
    Since 2019-02-20

Branch Locations

10880 Baur Blvd Suite 104, St. Louis, MO 63132 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green Course Financial Advisors Chesterfield MO 10/2007 11/2018
B.E.S.T. Wealth Management Llc St. Louis MO 11/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-20
  • S65 Uniform Investment Adviser Law Examination
    2019-02-20
Other Names
  • Dan John Berg

View on SEC IAPD

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UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
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Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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