Marissa Mary Berg

Current Employers

Employment History

• 11/2018 → Present
  Lpl Financial, Llc
  Bismarck, ND
• 12/2018 → 03/2020
  Planningteam Financial Advisors
  Bismarck, ND
• 10/2017 → 11/2018
  North Dakota State University- Extension Service
  Mandan, ND
• 10/2016 → 09/2017
  North Dakota State University- Extension Service
  Center, ND
• 06/2016 → 10/2016
  Willolea Holsteins
  Underwood, MN
• 12/2018 → Present
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  Bismarck, ND

Other Businesses

1. 4/28/2020 - PLANNINGTEAM FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/7/2020 - GWM Advisors, LLC - DBA: (Hybrid) Planningteam Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Start Date: 12/03/2018 - 160 Hours Per Month/Time Spent 100%. 3. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 12/03/2018 - 160 Hours Per Month/Time Spent 100% - I provide administrative support to NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-04
• S63 Uniform Securities Agent State Law Examination
  2020-06-18

Other Names

• Marissa Mary Leier