Frank GoldbergCRD Number: 5962675
Current Firm: Honkamp Krueger Financial Services Inc.
Frank Goldberg (CRD# 5962675) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Omaha, NE and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Hk Financial Services, Inc.||Omaha, NE||Jan 2018 - Current||< 1|
|N/a||Omaha, NE||Oct 2017 - Dec 2017||< 1|
|Honkamp Krueger Financial Services||Omaha, NE||Jan 2013 - Oct 2017||4|
|Frankel Zacharia LLC||Omaha, NE||Sep 2009 - Jan 2015||5|
|Goldberg & Shrier LLP||Omaha, NE||Aug 1982 - Sep 2009||27|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management2,671MILLIONS
Total Number of Accounts8,111ACCOUNTS
Average Account Value$329,339
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY