Erick Donald Von Berge
Directeur Général chez von Berge Wealth Management Group LLC
Profil
Mr. Erick D.
Von Berge is a Founder & Managing Director at von Berge Wealth Management Group LLC.
His mission has always been to provide every client with targeted, comprehensive financial advice and wealth management planning delivered with the highest level of personal service and professional integrity.
By focusing on each investor's specific needs, he develops customized strategies that help clients balance their objectives to reach their short-term needs, without losing sight of their long-term goals.
He has worked as a Financial Advisor to both individual and institutional investors since 1987.
Prior to starting von Berge Wealth Management, he worked at Wells Fargo Advisors.
He possesses a degree in Mathematics from Mesa College.
Postes actifs de Erick Donald Von Berge
| Sociétés | Poste | Début |
|---|---|---|
von Berge Wealth Management Group LLC
 von Berge Wealth Management Group LLC Investment ManagersFinance Von Berge Wealth Management Group LLC (Von Berge) is an independent registered investment advisor headquartered in San Diego, California. The firm was founded by Erick D. Von Berge in 2018. Von Berge provides comprehensive wealth management and personal financial planning for individuals, families, small business owners, professionals, and retirees. | Directeur Général | 01/01/2018 |
Anciens postes connus de Erick Donald Von Berge
| Sociétés | Poste | Fin |
|---|---|---|
Laurel Wealth Advisors, Inc.
 Laurel Wealth Advisors, Inc. Investment ManagersFinance Laurel Wealth Advisors, Inc. (LWA) is an independent, SEC-registered investment advisor headquartered in Solana Beach, California. The firm was founded by Lee Tripodi and Mark Welsh in 2011. They were acquired by Integrated Wealth Concepts LLC in 2023. LWA provides discretionary and non-discretionary investment advice and management supervisory services to individuals, high-net worth individuals, trusts, estates or charitable organization, and corporations. | Corporate Officer/Principal | 01/04/2021 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01/11/2016 |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
von Berge Wealth Management Group LLC
von Berge Wealth Management Group LLC Investment ManagersFinance Von Berge Wealth Management Group LLC (Von Berge) is an independent registered investment advisor headquartered in San Diego, California. The firm was founded by Erick D. Von Berge in 2018. Von Berge provides comprehensive wealth management and personal financial planning for individuals, families, small business owners, professionals, and retirees. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Laurel Wealth Advisors, Inc.
Laurel Wealth Advisors, Inc. Investment ManagersFinance Laurel Wealth Advisors, Inc. (LWA) is an independent, SEC-registered investment advisor headquartered in Solana Beach, California. The firm was founded by Lee Tripodi and Mark Welsh in 2011. They were acquired by Integrated Wealth Concepts LLC in 2023. LWA provides discretionary and non-discretionary investment advice and management supervisory services to individuals, high-net worth individuals, trusts, estates or charitable organization, and corporations. | Finance |
