Martin Berger, financial advisor Dubuque IA

Martin Berger

CRD Number: 1022057
Current Firm: Weitzel Financial Services, Inc.

Martin Berger (CRD# 1022057) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Weitzel Financial Services, Inc. Dubuque, IA Jan 2015 - Current 9
Berger Benefits Dubuque, IA Dec 2000 - Current 23
Mml Investors Services Dubuque, IA Jun 1984 - Dec 2014 30
Massmutual Life Insurance Company Dubuque, IA Jul 1980 - Dec 2014 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Martin T. Berger
Phone Number: 563-583-6020
Registered State(s):
  • IL
  • IA
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    1,316
    ACCOUNTS
  • Average Account Value
    $151,323
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IA, IL, TX, WI

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