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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 WA, NJ, MN, WI, CO, AZ, IA, ND, MT and NE

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

Keith Berg

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 15 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
Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. For more than a century we've helped our nearly 2.4 million member-owners make wise money choices that reflect their values. And we provide opportunities for them to be even more generous where they live, work and worship. With more than $90.4 billion in assets under management and more than $6.9 billion in total surplus (as of 12/31/13), 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
Financial representatives who are also on a team. Gives you access to team members who work together, drawing on their combined experience and specific areas of expertise.

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