Kim Berger has been an investment adviser representative at North Berkeley Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
North Berkeley Wealth Management, LLC is a Berkeley, CA firm with $830M under management, 411 clients and 11 advisers across 2 offices, as of its March 2026 filing.
- – present · 1 yearBerkeley, CA · Adviser representative · Firm CRD 136431
Investment adviser representative registrations
Kim Berger is registered as an investment adviser representative in California, since July 2025.
- CaliforniaSince 31 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8122018
- Firm
- North Berkeley Wealth Management · CRD 136431
- Office
- 1995 EL DORADO AVE, Berkeley, CA 94707
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Kim Berger work?
Kim Berger is an investment adviser representative registered through North Berkeley Wealth Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kim Berger a financial advisor?
Yes. Kim Berger has a current investment-adviser registration in California, through North Berkeley Wealth Management since July 2025.
How many years of experience does Kim Berger have?
Kim Berger has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Kim Berger passed?
Kim Berger passed the Series 65 in July 2025.
Where is Kim Berger based?
Kim Berger’s registered office is in Berkeley, CA.
Is Kim Berger registered with FINRA?
No. Kim Berger has no current broker registration.
How can I verify Kim Berger’s record?
Search CRD 8122018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kim Berger’s full registration record.