Patrick BergerCRD Number: 5553215
Current Firm: Principal Securities, Inc.
Patrick Berger (CRD# 5553215) is an Investment Advisor Representative working at Principal Securities, Inc. in North Sioux City, SD and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Principal Life Insurance Company||N Sioux City, SD||Sep 2008 - Current||9|
|Princor Financial Services Corporation||N Sioux City, SD||Jul 2008 - Current||9|
|Distinctive Gourmet||Sioux City, IA||Aug 2006 - Jan 2010||3|
|Berger Insurance Brokers||North Sioux City, IA||May 2006 - May 2008||2|
|University Of Northern Iowa||Cedar Falls, IA||Aug 2004 - May 2008||3|
|Sunnyside Country Club||Waterloo, IA||Aug 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Jul 2008|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV