Financial Advisor, Raymond James Financial Services, Inc. / Bremer Investments
David Berg has served as a financial advisor since 2009. Through Raymond James, one of the largest and most respected independent financial services firms in the country, he has access to a vast universe of investment and planning resources. David can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.
Prior to assuming his current role, David served as a wealth advisor with Bremer Bank and a financial advisor with Ameriprise Financial.
He earned a bachelor’s degree in business administration from the University of North Dakota. David holds Series 7, Series 66, life and annuity licenses. In addition, he’s earned the designations of Life Underwriter Training Council Fellow (LUTCF) and Chartered Retirement Planning Counselor® (CRPC).
David is a proud member of the West Fargo Exchange Club and enjoys volunteering for Meals on Wheels and Habitat for Humanity. He grew up on a farm in Hillsboro, North Dakota. David is married with three children and currently lives in Mapleton, North Dakota. As a family, they enjoy traveling, golfing and spending time outdoors.
Investments