Jeffrey M. Berg, CLU®, ChFC®
Founder & CEO
It all began for Jeff in 1965 when he graduated with a degree in accounting from St. Cloud State University and immediately went into the life insurance business. Over time he expanded that business to include securities, retirement planning and wealth management.
In 1979 he co-founded Integrated Retirement Plan Services which grew to service over 340 small business pension plans. In 1991 he branched off from his partner, sold off the pension side of the business and founded Integrated, Inc. – Wealth Advisors, which specializes in many aspects of wealth accumulation, preservation and distribution planning.
For more than 25 years he has followed the 1990 Nobel Prize-winning Theory in Economics concept of using "structured asset classes". The result is a portfolio that matches a clients’ potential return with a clients' desired level of risk.
Jeff is an active member of the Elite IRA Advisor Program at Ed Slott & Company, LLC** and is a member of the National Association of Financial Professionals.
Jeffrey has been married for 50 years to Carol, his true love. They have 4 grown children, Jennifer, John, Timothy, and Thomas, and 17 grandchildren.
It’s been a pleasure for Jeff to have his son Tom mentor under him for the last 15 years, watching him work his way to taking over as President & Chief Operating Officer of the firm.
Jeff firmly believes his success in business is 100% attributable to his Catholic faith which is an integral part of his life. Jeff and Carol are active members of All Saints Catholic Church in Minneapolis.
In October 2015 Jeff had the privilege to light the torch at the Olympic Training Center in Colorado Springs – in honor of his 50 years in the business.
In 2013 Jeff was chosen to receive the Leading With Faith Award by the Archdiocese of Minneapolis/St. Paul and the Catholic Spirit.
Catholic Spirit - Aug 15, 2013 pdf
Catholic Spirit - Digital (Aug 15, 2013)
Jeff is a Life member of Million Dollar Round Table* ("MDRT") which he joined in 1965. Early on in his career he obtained his Chartered Financial Consultant (“ChFC®”) and Chartered Life Underwriter (“CLU®”) designations. In addition to multiple state Life Insurance Licenses, he holds the following security registrations: General Securities Series 7, Principal Series 24, and State Registrations 63 and 65 all held at LPL Financial.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based solely on insurance production and does not qualify a financial professional to provide investment recommendations or advice.
** Ed Slott’s Master Elite IRA Advisor GroupSM is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. EH Financial Group Inc., Ed Slott ‘s Advisory Group, integrated, Inc. and LPL Financial are all separate and unrelated companies.