Brandon Berg has been an investment adviser representative at Expand Financial Group since May 2022, and is not listed among the firm’s executive officers or direct owners.
Expand Financial Group, LLC is a firm with $113M under management, 320 clients and 6 advisers across 6 offices, as of its May 2026 filing.
- Expand Financial Group, LLCCurrent– present · 4 yearsEugene, OR · Adviser representative · Firm CRD 293160
Investment adviser representative registrations
Brandon Berg is registered as an investment adviser representative in 2 states. The first approvals date from May 2022; the most recent is Oregon, in November 2022.
- OregonSince 14 November 2022
- TexasSince 9 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7518168
- Firm
- Expand Financial Group · CRD 293160
- Office
- Eugene, OR
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Brandon Berg work?
Brandon Berg is an investment adviser representative registered through Expand Financial Group, LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Berg a financial advisor?
Yes. Brandon Berg has a current investment-adviser registration in Oregon and Texas, through Expand Financial Group since May 2022.
How many years of experience does Brandon Berg have?
Brandon Berg has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Brandon Berg passed?
Brandon Berg passed the Series 65 in May 2022.
Where is Brandon Berg based?
Brandon Berg’s registered office is in Eugene, OR.
Is Brandon Berg registered with FINRA?
No. Brandon Berg has no current broker registration.
How can I verify Brandon Berg’s record?
Search CRD 7518168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Berg’s full registration record.