William John Berg

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2016 → 01/2018
  Waddell & Reed Inc
  Yardley, PA
• 01/2016 → 01/2018
  Various Insurance Carriers For W&R Insurance Agencies
  Brick, NJ
• 06/2016 → 10/2024
  Apache Crossfit
  Toms River, NJ
• 01/2018 → 02/2020
  Commonwealth Financial Network
  Waltham, MA
• 02/2020 → 12/2022
  Roundangle Advisors Llc
  Red Bank, NJ
• 12/2022 → 01/2024
  Woodbury Financial Services Inc
  Tinton Falls, NJ
• 01/2024 → 10/2024
  Osaic Wealth, Inc.
  Tinton Falls, NJ
• 10/2024 → Present
  Kestra Investment Services, Llc
  Tinton Falls, NJ
• 10/2024 → Present
  Kestra Advisory Services, Llc
  Tinton Falls, NJ

Previous Registrations

• 2024-01-19 → 2024-11-02
  Osaic Wealth, Inc.
  Tinton Falls, NJ
• 2023-01-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Tinton Falls, NJ
• 2020-02-18 → 2022-12-09
  Roundangle Advisors Llc
  Red Bank, NJ
• 2018-01-09 → 2020-02-03
  Commonwealth Financial Network
  Toms River, NJ
• 2016-05-20 → 2018-01-02
  Waddell & Reed
  Wilmington, DE
  Charleroi, PA

Other Businesses

Business Name: APACHE CROSSFIT POSITION: CrossFit coach NATURE: CrossFit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2016 ADDRESS: 1356 Fischer Blvd., Toms River NJ 08753, United States DESCRIPTION: Coach CrossFit classes 1-2x per week Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 10/30/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Manage client investment accounts Business Name: OBSIDIAN WEALTH ADVISORS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2024 ADDRESS: 4000 Route 66, Suite 123B, Tinton Falls NJ 07753, United States DESCRIPTION: Assist in the sale of term life insurance or fixed annuity business, working directly with clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-28
• S65 Uniform Investment Adviser Law Examination
  2016-05-20

Designations

• Certified Financial Planner