Daniel Allen Berg

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2019 → 07/2021
  Angela Granquist
  Bloomington, MN
• 02/2019 → 07/2021
  Waddell & Reed Inc
  Edina, MN
• 12/2007 → 01/2019
  Keyes Chevrolet Inc
  Menomonie, WI
• 01/2019 → 02/2019
  Unemployed
  Menomonie, WI
• 07/2019 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Menomonie, WI
• 02/2019 → 07/2021
  Collaborative Financial Group, Llc
  Bloomington, MN
• 07/2021 → Present
  Lpl Financial Llc
  Edina, MN

Previous Registrations

• 2019-07-09 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Edina, MN

Other Businesses

2/2019 - Business Entity For Tax/Investment Purposes Only - Investment Related - 3601 Minnesota Dr Suite #550, Bloomington, MN, 55435; 7701 France Ave S Suite 400 Edina, MN 55435

Exams

• S66 Uniform Combined State Law Examination
  2019-07-09

Other Names

• Dan A Berg
• Danny A Berg
• Daniel Allen Berg
• Daniel A Berg