Primary office location:

Eau Claire - Mall Drive

additional communities served:

Ellsworth, Hudson, Woodbury

Office Phone:  715-833-7726

Kyle Berg is a financial consultant serving the investment, insurance, and wealth management needs of clients in western Wisconsin and the surrounding areas.

Kyle brings more than 25 years of financial consulting experience to Mutual Financial Group. He is an accredited asset management specialist, assisting clients with wealth planning by providing comprehensive wealth protection strategies.

Kyle received his Bachelor of Science degree from the University of Wisconsin—Eau Claire.

Kyle is an active member in his community, serving on numerous boards and committees. In addition, Kyle is an active outdoorsman and enjoys cross country skiing, fishing, hunting, and water sports.

Kyle Berg Financial Consultant

Areas of Expertise:

  • Debt liquidation planning
  • Financial planning
  • Retirement strategies
  • Retirement income planning
  • Tax planning strategies
  • Wealth protection strategies
  • Wealth planning

Community Involvement:

  • Chippewa Falls Chamber of Commerce, Leadership Member and Ambassador
  • City of Eau Claire Waterways and Parks Commission, Board Member
  • Eau Claire Chamber of Commerce, Leadership Member and Ambassador
  • Rotary International, Member

Registrations, Licenses & Certifications:

  • FINRA Series 7
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed
  • Variable Annuity certified

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.