KB
CFP

Kyle Scott Berg

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

600 Highway 169 S., #1750, St. Louis Park, MN, 55426

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kyle sells fixed insurance products, including life, disability, annuities, and long-term care, through various companies. He also provides financial services through Affiance Financial, LLC, dedicating full-time hours to this endeavor, and is a direct owner of Warberg Capital, LLC, which takes minimal time. Kyle also volunteers with the Rutherford PTA and coaches youth lacrosse.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 6 mos
Private Client Services, LLC Broker
May 2017 - Present · 8 yrs 8 mos
Affiance Financial LLC
June 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2015 - May 2017 · 2 yrs 1 mo
Cetera Advisor Networks LLCBroker
November 2014 - May 2017 · 2 yrs 6 mos
Wells Fargo Advisors, LLC
January 2014 - October 2014 · 9 mos
Wells Fargo Advisors, LLC Broker
June 2013 - October 2014 · 1 yr 4 mos
State Registrations20 states
AZCACOCTFLILMAMIMNNCNDNENYOHORPASDTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kyle Scott Berg - Financial Advisor | AdvisorDiscover