portrait of Phillip B Berge
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Phillip

Our branch team's purpose is to leave like-minded families better off in all aspects of their financial journeys. As a young financial advisor, I have the time to build and execute custom-designed strategies for multiple phases of your life. While our clients most often come to us during times of transition; such as retirement or receiving inheritance, those are not the only life events that create a need for financial advice. As a branch team, Chris and I spend considerable time seeking to understand what is most important in your life now, so we can deliver a valuable relationship to...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2018 to Current

Education

  • Univ of Wisconsin - MadisonBachelors

Personal Interests

  • Outdoor Enthusiast
  • Fishing
  • Running
  • Golfing
  • Music

Team Members

  • Chris Korenak
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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