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Phillip Brent Berge

Edward Jones

Whitefish Bay, WI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-29
WI RA APPROVED 2019-03-08
MO RA APPROVED 2018-09-04
  • TX RA
    APPROVED_RES
    Since 2021-11-29
  • WI RA
    APPROVED
    Since 2019-03-08
  • MO RA
    APPROVED
    Since 2018-09-04

Branch Locations

833 E Henry Clay St, Whitefish Bay, WI 53217 • 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
Edward Jones St Louis MO 07/2018 Present
Monona Catering Madison WI 05/2016 06/2018
El Arca Buenos Aires 05/2017 07/2017
Miller's Liquor Madison WI 03/2018 06/2018
University Of Wisconsin-Madison Madison WI 09/2014 05/2018
  • 07/2018 → Present
    Edward Jones
    St Louis, MO
  • 05/2016 → 06/2018
    Monona Catering
    Madison, WI
  • 05/2017 → 07/2017
    El Arca
    Buenos Aires
  • 03/2018 → 06/2018
    Miller's Liquor
    Madison, WI
  • 09/2014 → 05/2018
    University Of Wisconsin-Madison
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2018-08-30

View on SEC IAPD

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Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Whitefish Bay, WI
MERIT FINANCIAL ADVISORS · WHITEFISH BAY, WI
J.P. MORGAN SECURITIES LLC · Glendale, WI
ANNEX WEALTH MANAGEMENT, LLC · Whitefish Bay, WI
KORBITZ FINANCIAL PLANNING LLC · MILWAUKEE, WI
THRIVENT INVESTMENT MANAGEMENT INC. · GLENDALE, WI
TUCKER ASSET MANAGEMENT LLC · Glendale, WI
MML INVESTORS SERVICES, LLC · Glendale, WI

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