Unclaimed Profile

Allen Curtis Berg

WAVELAND FAMILY OFFICE, LLC·DEERFIELD, Illinois

Series 7Clean record11 years registeredWAVELAND FAMILY OFFICE, LLC

570 LAKE COOK RD, DEERFIELD, IL 60015CRD# 1536438Firm CRD# 325248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Curtis Berg · DEERFIELD, IL

Registration

CRD #1536438 · WAVELAND FAMILY OFFICE, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Feb 2025 – present

WAVELAND FAMILY OFFICE, LLC

Mar 2023 – Feb 2025

DEERFIELD, IL

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Feb 2020 – Feb 2023

Northbrook, IL

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

Oct 2014 – Jan 2020

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · October 27, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAVELAND FAMILY OFFICE, LLC

CRD 325248 · SEC 801-127476

AUM

$359M

Regulatory assets under management

Employees

70 client accounts

Services offered by WAVELAND FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAVELAND FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Allen Curtis Berg offer?

Allen Curtis Berg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.

What are Allen Curtis Berg's credentials?

Allen Curtis Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Curtis Berg located?

Allen Curtis Berg is based in DEERFIELD, Illinois, working with WAVELAND FAMILY OFFICE, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.

How does Allen Curtis Berg charge for services?

Allen Curtis Berg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAVELAND FAMILY OFFICE, LLC?

WAVELAND FAMILY OFFICE, LLC has approximately 7 employees and manages $359M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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