BB
Brandon Berg
EXPAND FINANCIAL GROUP
Eugene, OR
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CRD#: 7518168
BB
Professional summary
Brandon Berg is a registered financial advisor currently at EXPAND FINANCIAL GROUP, LLC located in Eugene, Oregon.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brandon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon 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®
NoneExperience
Current
May 9, 2022 - Present
EXPAND FINANCIAL GROUP, LLC
RIA
CRD#: 293160
Eugene, OR
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
Oregon(11/14/2022)
IAR
Texas(5/9/2022)
Current Firm
EF
EXPAND FINANCIAL GROUP, LLC
EXPAND FINANCIAL GROUP, LLC | FPF, LLC | FIRST PRINCIPLE FINANCIAL
CRD#: 293160 / SEC#: 801-134940
Arizona
Registered Investment Advisory firm - (3/11/2022 Approved)California
Registered Investment Advisory firm - (10/11/2018 Approved)Florida
Registered Investment Advisory firm - (12/11/2023 Approved)Idaho
Registered Investment Advisory firm - (5/19/2022 Approved)Louisiana
Registered Investment Advisory firm - (8/10/2018 Approved)Montana
Registered Investment Advisory firm - (4/16/2019 Approved)Nevada
Registered Investment Advisory firm - (8/7/2023 Approved)Ohio
Registered Investment Advisory firm - (8/11/2021 Approved)Oregon
Registered Investment Advisory firm - (11/14/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (11/5/2021 Approved)Tennessee
Registered Investment Advisory firm - (10/21/2020 Approved)Texas
Registered Investment Advisory firm - (10/10/2018 Approved)Washington
Registered Investment Advisory firm - (5/14/2024 Approved)PREMIUM
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Contact information
Main Address
Burleson, TX
Mailing Address
11805 Hassop Lane Unit 2102, Burleson, TX 76028
Phone number
(916) 521-5451
Established
Firm type
Fiscal year end
# of Employees
11
Regulatory assets under management
| Total Number of Accounts | 710 |
| AUM (Assets Under Management) | $ 106,807,419 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
