David Berg

Wealth Advisor

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Primary Location

1444 45th Street South
Fargo, North Dakota 58103

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Wealth Management

David has worked in finance since 2007 and now serves as a Wealth Advisor. He provides disciplined, high-quality investment management, wealth planning and trust administration customized for your unique goals. By building long-term client relationships based on prudence, responsibility and trust he helps individuals, families, foundations and other organizations establish and meet their financial goals.

Prior to assuming his current role, David served as Financial Advisor in a private wealth practice with Ameriprise Financial.

He earned a bachelor’s degree in Business Administration from the University of North Dakota and holds the LUTCF (Life Underwriter Training Council FellowSM) and CRPC (Chartered Retirement Planning Counselor) designations.

David is a member of the West Fargo Exchange Club and enjoys volunteering for Meals on Wheels and Habitat for Humanity. David is a Hillsboro, North Dakota, native and is married with two children. As a family, they enjoy traveling and spending time outdoors.