David Berka, financial advisor Brookfield WI
96 score

David Berka

CRD Number: 1451859
Current Firm: Mpc Advisers, LLC

David Berka (CRD# 1451859) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mpc Advisors, LLC Brookfield, WI Feb 2011 - Current 5
Girard Securities, Inc. San Diego, CA Feb 2011 - Current 5
Matrise, Polzin & Co Brookfield, WI Jul 1986 - Current 30
Securian Financial Services, Inc. St. Paul, MN Nov 1987 - Feb 2011 23
Minnesota Life Insurance Co St. Paul, MN Jul 1986 - Feb 2011 24
Mpc Benefit, Inc. Brookfield, WI Jan 1996 - Sep 2008 12
Financial Specialists Waukesha, WI Jul 1986 - Dec 2007 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for David G. Berka
Phone Number: 262-785-1005
Firm Website: http://www.mpcfin.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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