Donald Berken, financial advisor Appleton WI

Donald Berken

CRD Number: 6760233
Current Firm: Primerica Advisors

Donald Berken (CRD# 6760233) is an Investment Advisor Representative working at Primerica Advisors in Appleton, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Appleton, WI Mar 2017 - Current 7
Primerica Financial Services Appleton, WI Nov 1986 - Current 37
Berken Heating & Cooling, Inc. Kaukauna, WI Feb 2007 - Feb 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Donald J. Berken
Phone Number: 833-786-0550
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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