Diedric Berg

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO 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

• 05/2021 → 12/2021
  Unemployed
  Oxford, MS
• 02/2021 → 05/2021
  Student
  Oxford, MS
• 12/2020 → 02/2021
  M2 Logistics
  Green Bay, WI
• 08/2019 → 12/2020
  Student
  Oxford, MS
• 05/2019 → 08/2019
  City Of Green Bay
  Green Bay, WI
• 08/2018 → 05/2019
  Student
  Oxford, MS
• 05/2018 → 08/2018
  City Of Green Bay
  Green Bay, WI
• 08/2017 → 05/2018
  Student
  Eau Claire, WI
• 05/2017 → 08/2017
  City Of Green Bay
  Green Bay, WI
• 09/2016 → 05/2017
  Student
  Eau Claire, WI
• 12/2021 → 03/2023
  Fidelity Investments
  Westlake, TX
• 03/2023 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 04/2023 → 08/2024
  Bank Of America N.A.
  Dallas, TX
• 08/2024 → 08/2026
  Cole Caruthers
  Dallas, TX
• 10/2024 → Present
  Northwestern Mutual Investment Services, Llc
  Dallas, TX
• 03/2025 → 08/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2026 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2026 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Previous Registrations

• 2023-04-04 → 2024-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2022-05-10 → 2023-03-20
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• Diedric Cavil Berg