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Mark Timothy Berg

TIMOTHY FINANCIAL COUNSEL, INC.·WHEATON, Illinois
Series 65Clean record25 years registeredTIMOTHY FINANCIAL COUNSEL, INC.
104 E. ROOSEVELT ROAD, WHEATON, IL 60187CRD# 2724564Firm CRD# 123037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Timothy Berg · WHEATON, IL
Registration
CRD #2724564 · TIMOTHY FINANCIAL COUNSEL, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 22, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIMOTHY FINANCIAL COUNSEL, INC.
CRD 123037 · SEC 801-123236
Employees
17
Total firm employees
Services offered by TIMOTHY FINANCIAL COUNSEL, INC.
Per Form ADV
Financial planning
Client types served by the firm
Per Form ADV
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Mark Timothy Berg offer?
Mark Timothy Berg specializes in Financial Planning. Contact their office in WHEATON, Illinois for a consultation.
What are Mark Timothy Berg's credentials?
Mark Timothy Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Timothy Berg located?
Mark Timothy Berg is based in WHEATON, Illinois, working with TIMOTHY FINANCIAL COUNSEL, INC.. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Mark Timothy Berg charge for services?
Mark Timothy Berg's firm is compensated through hourly charges, subscription fees, other: fees for education workshops. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIMOTHY FINANCIAL COUNSEL, INC.?
TIMOTHY FINANCIAL COUNSEL, INC. has approximately 17 employees. The firm is registered with the SEC as an investment adviser.
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