Daniel J. Berg

B.E.S.T. WEALTH MANAGEMENT LLC

St. Louis, MO 63132

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CRD#: 5437291

Professional summary

Daniel J Berg, who also goes by Dan John Berg, is a registered financial advisor currently at B.E.S.T. WEALTH MANAGEMENT LLC located in St. Louis, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan John Berg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DANIEL J. BERG SOLE PROPRIETORSHIP; NON-INVESTMENT RELATED; 107 SUTTERS MILL RD., ST. PETERS, MO 63376; RESIDENTIAL RENTAL PROPERTY; START: 2011; 4 HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Berg's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 20, 2019 - Present

B.E.S.T. WEALTH MANAGEMENT LLC

Office #1: 10880 Baur Blvd Suite 104, St. Louis, MO 63132

RIA

CRD#: 160920

St. Louis, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(2/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/20/2019

Uniform Investment Adviser Law Examination

Current Firm

B.E.S.T. WEALTH MANAGEMENT LLC

B.E.S.T. WEALTH MANAGEMENT LLC | BEST WEALTH MANAGEMENT LLC

CRD#: 160920 / SEC#:

Missouri

Registered Investment Advisory firm - (2/27/2012 Approved)

Texas

Registered Investment Advisory firm - (5/20/2019 Conditional Restricted)

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Contact information

Main Address

10880 Baur Blvd Suite 104, St. Louis, MO 63132

Mailing Address

Phone number

(314) 801-1324

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	330
AUM (Assets Under Management)	$ 49,453,813

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel J. Berg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Berg's CRS (Customer Relationship Summary).

Certified licenses

Experience

B.E.S.T. WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2019

Current Firm

B.E.S.T. WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

B.E.S.T. WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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