Rebecca Berg
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Saint Croix Falls, WI 54024
Credentials
CFP®, Series 63
Industry experience
19 years
Expertise
Retirement income strategy
Charitable giving & philanthropy
Multi-generational wealth transfer
General estate planning guidance
Wealth management
Work history
Edward Jones
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Theresa T
Series 66
Luck, WI
Edward Jones
Tanya P
CFP®, Series 66
Chisago City, MN
Edward Jones
Zachary B
Series 66
Scandia, MN
Edward Jones
Tucker H
CFP®, Series 66
Osceola, WI
Edward Jones
Daniel C
Series 63, Series 65
Milltown, WI
Merrill
Daniel Creek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2000 after transitioning from an engineering career that began with his graduation from the University of Wisconsin-Platteville in 1987 with a Bachelor of Science in Mechanical Engineering. Daniel has more than two decades of experience in financial services, focusing on creating strategies tailored to high-net-worth individuals, families, and businesses to meet their financial goals, including retirement and estate planning. Daniel holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He provides consultative and objective wealth management services and is qualified to recommend investment strategies involving Merrill and approved third-party managers. Daniel is also actively involved in his community as a member of St. Mary’s Church and the Burlington Kiwanis Club. He lives in Burlington with his wife and has two grown daughters. Outside of his professional role, Daniel enjoys fishing, traveling, and spending time with his family.
Brian B
Series 66
Chisago City, MN
Edward Jones
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