David Berg has been an investment adviser representative at Acorn Creek Capital since September 2026, and is not listed among the firm’s executive officers or direct owners.
Acorn Creek Capital LLC is a Fort Collins, CO firm with $489M under management, 322 clients and 4 advisers in one office, as of its July 2026 filing.
- Acorn Creek Capital LLCCurrent– present · under a yearFort Collins, CO · Adviser representative · Firm CRD 325809
Investment adviser representative registrations
David Berg is registered as an investment adviser representative in Colorado, since September 2026.
- ColoradoSince 14 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David James Berg
- CRD
- 8318997
- Firm
- Acorn Creek Capital · CRD 325809
- Office
- 215 WEST OAK STREET, 10TH FLOOR, STE 1000, Fort Collins, CO 80521
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does David Berg work?
David Berg is an investment adviser representative registered through Acorn Creek Capital LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Berg a financial advisor?
Yes. David Berg has a current investment-adviser registration in Colorado, through Acorn Creek Capital since September 2026.
How many years of experience does David Berg have?
David Berg has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has David Berg passed?
David Berg passed the Series 65 in September 2026.
Where is David Berg based?
David Berg’s registered office is in Fort Collins, CO.
Is David Berg registered with FINRA?
No. David Berg has no current broker registration.
How can I verify David Berg’s record?
Search CRD 8318997 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Berg’s full registration record.