Kyle Scott Berg

Current Employers

Employment History

• 11/2014 → 05/2017
  Cetera Advisor Networks
  El Segundo, CA
• 10/2014 → Present
  Affiance Financial, Llc
  St Louis Park, MN
• 05/2017 → Present
  Private Client Services
  Louisville, KY

Previous Registrations

• 2015-04-29 → 2017-05-17
  Cetera Wealth Services, Llc
  St Louis Park, MN
  Minnetonka, MN
• 2014-01-21 → 2014-10-09
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  New Brighton, MN
  Minneapolis, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCESTART DATE: 11/2014 APROX NUMBER OF HOURS PER WEEK: VARIES APROX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. RUTHERFORD PTA. 115 RUTHERFORD ROAD, STILLWATER, MN 55082. VOLUNTEER. 5 HRS/MO; 0 DURING TRADING HRS. NOT INVESTMENT RELATED. 3. STILL WATER AREA LACROSSE ASSOCIATION. PO BOX 602, STILLWATER, MN 55082. YOUTH COACHING. BOYS YOUTH LACROSSE COACH. 24 HRS/MO; 0 DURING TRADING HRS. NOT INVESTMETN RELATED. 2. NAME OF OTHER BUSINESS: AFFIANCE FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICE START DATE: 10/2014 APROX NUMBER OF HOURS PER WEEK: 40 APROX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. WARBERG CAPITAL, LLC. 121 RUTHERFORD ROAD, STILLWATER, MN 55082. WARBERG CAPITAL LLC IS THE HOLDING COMPANY FOR MR. BERG'S OWNERSHIP INTEREST IN AFFIANCE FINANCIAL LLC. DIRECT OWNER. 1 HR/MO; 0 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-27
• S63 Uniform Securities Agent State Law Examination
  2013-06-12

Designations

Other Names

• Kyle Berg