AB
AB

Albert Aaron Berg

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert receives rental income from real estate and dedicates minimal time to managing the property. He also sells fixed insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
Green Vista Capital, LLC
December 2024 - Present · 1 yr 2 mos
Green Vista Capital, LLCBroker
December 2024 - Present · 1 yr 2 mos
Fortis Capital Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Great Point Capital LLCBroker
November 2024 - November 2024 · 0 mos
Metric Financial, LLCBroker
July 2023 - December 2024 · 1 yr 5 mos
D.H. Hill Securities, LllpBroker
September 2021 - October 2022 · 1 yr 1 mo
Belpointe Asset Management LLC
September 2021 - November 2024 · 3 yrs 2 mos
Kestra Investment Services, LLCBroker
October 2017 - September 2021 · 3 yrs 11 mos
Kestra Advisory Services, LLC
October 2017 - September 2021 · 3 yrs 11 mos
PNC Investments
June 2017 - October 2017 · 4 mos
PNC InvestmentsBroker
June 2017 - October 2017 · 4 mos
Palmetto Premier Advisors, LLC
February 2017 - June 2017 · 4 mos
Southeast Investments, N.c., INC.Broker
October 2016 - May 2017 · 7 mos
Bb&t Investment Services, INC.
December 2015 - February 2016 · 2 mos
Bb&t Investment Services, INC.Broker
October 2015 - February 2016 · 4 mos
Wells Fargo Advisors, LLCBroker
March 2009 - August 2011 · 2 yrs 5 mos
State Registrations7 states
FLGAMSNCPASCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.