Clayton Balko, CRPC®

Clayton joined Bergman Wealth Management Group in 2011 and in addition to advising clients, takes a lead on investment implementation and portfolio reviews. He has an expertise in investments, debt management and retirement plan due diligence.

Clayton holds the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. He also holds his Series 66 and Series 7 registrations issued by the Financial Industry Regulatory Authority (FINRA) and his Illinois Insurance License for Life & Health. Clayton is a graduate of the University of Illinois, where he obtained his B.S. in Finance as well as his B.S. in Accountancy. In his free time, he volunteers as a Mentor Coach with America Needs You, helping first generation college students realize their professional and personal ambitions.