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Colby Todd Berg

Guardian Wealth Management

Salt Lake City, UT

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Current Employers
Guardian Wealth Management

299 South Main Street Suite 1300, Salt Lake City, UT 84111 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-04-26
  • UT RA
    APPROVED
    Since 2022-04-26

Branch Locations

299 South Main Street Suite 1300, Salt Lake City, UT 84111 • 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
Fidelity Personal And Workplace Advisors Salt Lake City UT 07/2018 04/2022
Guardian Wealth Management Salt Lake City UT 04/2022 Present
Fidelity Brokerage Services Llc Salt Lake City UT 06/2015 04/2022
Strategic Advisers Llc Salt Lake City UT 06/2016 07/2018
  • 07/2018 → 04/2022
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 04/2022 → Present
    Guardian Wealth Management
    Salt Lake City, UT
  • 06/2015 → 04/2022
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 06/2016 → 07/2018
    Strategic Advisers Llc
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-15
S65 Uniform Investment Adviser Law Examination 2015-03-12
  • S63 Uniform Securities Agent State Law Examination
    2015-08-15
  • S65 Uniform Investment Adviser Law Examination
    2015-03-12
Designations

View on SEC IAPD

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BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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