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Terren George Berg

Berg Investment Planning

Berkeley, IL

CRD 19016

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Employer firm

Berg Investment Planning CRD 145121

$42.2M regulatory AUM 112 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Berg Investment Planning

Berkeley, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2008-03-14
  • IL RA
    APPROVED
    Since 2008-03-14

Branch Locations

Berkeley, IL • 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
Hinsdale Associates Inc. Hinsdale IL 09/2005 Present
Berg Investment Planing Berkeley IL 10/2007 Present
  • 09/2005 → Present
    Hinsdale Associates Inc.
    Hinsdale, IL
  • 10/2007 → Present
    Berg Investment Planing
    Berkeley, IL
Other Businesses

SOME INSURANCE ANNUITY PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-04
S63 Uniform Securities Agent State Law Examination 1979-09-05
  • S65 Uniform Investment Adviser Law Examination
    2008-02-04
  • S63 Uniform Securities Agent State Law Examination
    1979-09-05
Other Names
  • Terry Berg

View on SEC IAPD

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