Lifeplan Financial
44yrs
Top advisor by experience in Mankato
2yrs
Jay Berg
Financial advisor at Stifel, Nicolaus &
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office111 South 2nd Street Suite 110, Mankato, MN 56001
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Stifel, Nicolaus &
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Feb 2025 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Jay Berg. Jay works from the Mankato, MN office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jay for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
43yrs
Top 1% by experience in Minnesota
Principal Securities
41yrs
Top 1% by experience at Principal Securities
Harbour Investments
40yrs
Top 4% by experience in Minnesota
Cetera Investment Advisers
36yrs
Top 7% by experience in Mankato
Park Avenue Securities
36yrs
Top 7% by experience at Park Avenue Securities