W Holdings of Iowa, Excel Performance Management
William Jack Berg
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- W Holdings of Iowa, Excel Performance Management
- Industry
- Life insurance and annuity products
- How investors were recruited
- Existing financial-advisory/insurance clients in Central Iowa and St. Louis
- Pitch & red flags
- Paid purported "returns" or "dividends" from other clients' money
Source
U.S. Department of Justice official