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Kyle Scott Berg

Investment Adviser Representative at AFFIANCE FINANCIAL LLC

St. Louis Park, MNCRD #6186536Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
19 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 19 states
ArizonaCaliforniaColoradoConnecticutFloridaIllinoisMassachusettsMichiganMinnesotaNebraskaNew YorkNorth CarolinaOhioOregonPennsylvaniaSouth DakotaTexasWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/27/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 6/12/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/17/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/3/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Affiance Financial LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE CLIENT SERVICES, LLCCurrent
7/10/2019St. Louis Park, MN
AFFIANCE FINANCIAL LLCCurrent
6/4/2015St. Louis Park, MN
CETERA ADVISOR NETWORKS LLC
4/29/20155/17/2017St Louis Park, MN
WELLS FARGO ADVISORS, LLC
1/21/201410/9/2014Minneapolis, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AFFIANCE FINANCIAL LLC

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View AFFIANCE FINANCIAL LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Scott Berg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Kyle Scott Berg - Financial Advisor in St. Louis Park, MN | AdvisorFinder