Ryan Berg has held the title Member at Wealth Forward since December 2016, is a control person of the firm and directly owns 75% or more of it. Ryan Berg studied Degrees in Accounting and Business Administration at the University of Jamestown.
Wealth Forward, LLC is a Fargo, ND firm with $228M under management, 367 clients and 2 advisers in one office, as of its July 2026 filing.
Ryan Berg is Owner, Financial Advisor of Wealth Forward LLC. He has 20+ years of experience in financial services. He joined Wealth Forward in 2003 and became sole owner of the firm in 2017. Prior to joining Wealth Forward, Berg worked for Shauer & Associates, PC in Jamestown and Wade Financial Group in Minneapolis.
Professional designations
Listed by Wealth Forward
- CFP®
- CPA
- PFS
Investment adviser representative registrations
Ryan Berg is registered as an investment adviser representative in North Dakota, since December 2011.
- North DakotaSince 19 December 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 2003 |
| Series 7 | General Securities Representative Examination | 22 October 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 November 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Steven Berg
- CRD
- 4718436
- Firm
- Wealth Forward · CRD 159467
- Role
- Member
- Office
- 2632 47TH ST S., SUITE 107, Fargo, ND 58104
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthforward.com
Where does Ryan Berg work?
Ryan Berg has held the title Member at Wealth Forward, LLC since December 2016, and is a control person of the firm.
Is Ryan Berg a financial advisor?
Yes. Ryan Berg has a current investment-adviser registration in North Dakota, through Wealth Forward since December 2011.
How many years of experience does Ryan Berg have?
Ryan Berg has 14 years in the financial industry, since December 2011, across 1 adviser firm.
What exams has Ryan Berg passed?
Ryan Berg has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in November 2001. FINRA credited Ryan Berg with the SIE, which began in October 2018.
Where is Ryan Berg based?
Ryan Berg’s registered office is in Fargo, ND.
Is Ryan Berg registered with FINRA?
No. Ryan Berg has no current broker registration.
Is Ryan Berg a CFP?
Wealth Forward lists Ryan Berg with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Ryan Berg, CFP®, CPA, PFS biography, wealthforward.com
How can I verify Ryan Berg’s record?
Search CRD 4718436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Berg’s full registration record.