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Nathan Douglas Berg

Osaic Wealth, Inc.

Cannon Falls, MN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-12-24
  • MN RA
    APPROVED
    Since 2024-12-24

Branch Locations

108 4Th Street North, Cannon Falls, MN 55009 • 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
New Prague High School New Prague MN 08/2014 05/2018
Mach Lumber Co. New Prague MN 05/2017 05/2022
Cambria Belle Plaine MN 05/2022 08/2022
Xavier University Cincinnati OH 08/2018 05/2019
Iowa Western Community College Council Bluffs IA 08/2019 05/2020
Minnesota State University Mankato Mankato MN 08/2020 05/2023
Advance Financial Consultants Cannon Falls MN 06/2023 Present
New Prague Golf Course New Prague MN 05/2023 Present
New Prague Area Schools New Prague MN 08/2023 Present
Osaic Wealth, Inc. Cannon Falls MN 10/2024 Present
  • 08/2014 → 05/2018
    New Prague High School
    New Prague, MN
  • 05/2017 → 05/2022
    Mach Lumber Co.
    New Prague, MN
  • 05/2022 → 08/2022
    Cambria
    Belle Plaine, MN
  • 08/2018 → 05/2019
    Xavier University
    Cincinnati, OH
  • 08/2019 → 05/2020
    Iowa Western Community College
    Council Bluffs, IA
  • 08/2020 → 05/2023
    Minnesota State University Mankato
    Mankato, MN
  • 06/2023 → Present
    Advance Financial Consultants
    Cannon Falls, MN
  • 05/2023 → Present
    New Prague Golf Course
    New Prague, MN
  • 08/2023 → Present
    New Prague Area Schools
    New Prague, MN
  • 10/2024 → Present
    Cannon Falls, MN
Other Businesses

1. MAXRECOVERY CLOTHING POSITION: Partner NATURE: Start up Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/2024 ADDRESS: N/A DESCRIPTION: Max Recovery is a startup company that I am a part of as my father and a doctor my father works with came up with the idea to create a recovery clothing brand. 2. NEW PRAGUE AREA SCHOOLS POSITION: Activities/Event Staff NATURE: High school Activities/Events Staff INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: 410 Central Ave N suite 100, New Prague MN 56071, United States DESCRIPTION: Activities/Event staff. Help with the officiating at high school events along with helping with event security at high school football 3. NEW PRAGUE GOLF COURSE POSITION: Maintenance and Operations NATURE: Golf Course Maintenance and Operations INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 400 Lexington Ave S, New Prague MN 56071, United States DESCRIPTION: Golf Course maintenance/grounds crew as well as Bartending. 4. KEITH MEYERS, INC POSITION: Investment Advisor Representative NATURE: Financial Planning/Advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2025 ADDRESS: 108 4th Street North, Cannon Falls MN 55009, United States DESCRIPTION: Investment advisor representative, Registered Representative. Meeting with clients and making recommendations for clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23

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