I'm Laura Elizabeth Berg with LPL FINANCIAL LLC 6413. I can empower your financial journey through tailored expertise and proven solutions for lasting success.
Investment Advisory
Retirement Planning
Tax Optimization
Portfolio Management
- Laura Elizabeth Berg
Laura Elizabeth Berg is a seasoned financial advisor with 14 years of industry expertise, helping clients across America and beyond build exceptional, growth-driven portfolios. With a track record spanning five reputable firms and over four financial broker certifications, I bring both experience and precision to every financial journey. Laura is passionate about empowering more individuals to see their portfolios thrive with clarity and confidence.
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956.5M+
Profits
Acummulted
Trusted Clients
600+
I'm Laura Elizabeth Berg - With a deep understanding of financial markets and regulations, I provide tailored solutions to help you navigate complex financial landscapes.
I have passed 2 principal/supervisory exams, 3 general industry/product exams, and 2 state securities law exam.
| Exam | Category | Date |
|---|---|---|
| Principal/Supervisory Exams | ||
| Registered Options Principal Examination | Series 4 | 09/08/2021 |
| General Securities Principal Examination | Series 24 | 04/22/2015 |
| Securities Industry Essentials Examination | ||
| Securities Industry Essentials Examination | SIE | 08/09/2018/td> |
| General Securities Representative Examination | Series 7 | 05/11/2010 |
| Investment Company Products/Variable Contracts Representative Examination | Series 6 | 07/30/2008 |
| Uniform Combined State Law Examination | ||
| Uniform Combined State Law Examination | Series 66 | 12/12/2013 |
| Uniform Securities Agent State Law Examination | Series 63 | 02/16/2010 |
- Verified and licensed in 52+ states
Laura helped me restructure my store’s budget. Within months, I could finally expand to a second location.
She spotted costly overlaps in my vendor contracts and saved me thousands without cutting quality
Laura’s advice turned my struggling bistro into a fully booked hotspot in just one season.
Her quick strategies filled our slow months with new bookings from markets we’d never reached before.
Laura found ways to trim supply costs without sacrificing safety — my profit margins have never looked better.
With Laura’s guidance, I turned leftover blooms into a profitable subscription service for offices.
82 CORPORATE WOODS OVERLAND PARK, KS 66210
