Keith Berg
CFP®, FIC   What is this?
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Wealth Advisor
 
 

My Team

North Oaks Group
 

My Regional Financial Office

EAST MN & NORTHWEST WI REGION
 

My Address

200 Village Center Dr Ste 200
North Oaks, MN 55127
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Licensing Information*

  • I am licensed to do business in MN, WI, ND, NE, MT, IA, AZ, WA and CO

*Licensing is available through your State Insurance Department's website, which can be located through the National Association of Insurance Commissioners website.

Keith

Phone: 651-846-9916
Fax: 651-486-6431

keith.berg@thrivent.com

Role
As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it.

Approach
Today, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.

Experience

  • I have been with Thrivent Financial for 13 years.

  • I graduated with a Bachelor of Science in Business from Luther College in Decorah, IA

Involvement
I am a member of Roseville Lutheran in Roseville, MN. In my spare time I enjoy exercising, fishing and spending time with family.

Team
My team works together to put specialized services and financial guidance at your fingertips. As a team, we deliver comprehensive advice, which we monitor periodically to help you stay on track with your goals. We'll pull from all members of our team to provide expertise based on your needs and their specific area of focus. You'll receive personalized service—and something more—the support of our entire team of financial professionals.

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. As the nation's largest fraternal benefit society, we help members be wise with money and live generously. With more than $82.2 billion in assets under management and more than $6.1 billion in adjusted surplus (as of January 1, 2013), you can be confident in our financial strength and stability.

 

Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Fee-based investment advisory services are available through qualified investment advisor representatives only.

 
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Team
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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA


ABOUT SSL CERTIFICATES
Awards
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Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA (Link opens in new window) and SIPC (Link opens in new window) member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.

Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

©1995- Thrivent Financial for Lutherans