Robert BergerCRD Number: 5285665
Current Firm: Honkamp Krueger Financial Services Inc.
Robert Berger (CRD# 5285665) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Omaha, NE and has over 11 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Proequities Inc.||Omaha, NE||Jul 2014 - Current||3|
|Honkamp Krueger Financial Services, Inc.||Dubuque, IA||Jan 2007 - Current||10|
|Berger And O'toole||Omaha, NE||Jul 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
|S63||Uniform Securities State Law Examination||Dec 2014|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- 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, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI