# P.A. Berg Retirement Solutions

> P.A. Berg Retirement Solutions is a state-registered investment advisory firm, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 14, 2022.

- CRD: 140317
- Filed as: P.A. BERG RETIREMENT SOLUTIONS
- Legal name: Seniors Security Financial, Ltd.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: June 14, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140317
- AdvisorCensus page: https://advisorcensus.com/firm/p-a-berg-retirement-solutions-140317

## Quick answers

**How is P.A. Berg Retirement Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), P.A. Berg Retirement Solutions reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Is P.A. Berg Retirement Solutions registered with the SEC or a state?**
P.A. Berg Retirement Solutions is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140317.

**How much does P.A. Berg Retirement Solutions manage?**
P.A. Berg Retirement Solutions reports $2,437,242 in regulatory assets under management in its Form ADV filing dated June 14, 2022 (100% discretionary).

**What types of clients does P.A. Berg Retirement Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (3).

**Does P.A. Berg Retirement Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140317

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,437,242
- Discretionary: $2,437,242
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $2,143,275 |
| High net worth individuals | 3 | $293,967 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paberg.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P.A. Berg Retirement Solutions (CRD 140317): Form ADV filing data as of October 2026.