Robert Burger, financial advisor Phoenix AZ

Robert Burger

CRD Number: 2154705
Current Firm: Disciplined Money, LLC

Robert Burger (CRD# 2154705) is an Investment Advisor Representative working at Disciplined Money, LLC in Phoenix, AZ and has over 31 years of experience in the finance industry. Robert Burger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Disciplined Money, LLC Phoenix, AZ Apr 2015 - Current 7
Sensible Money, LLC Scottsdale, AZ Jun 2012 - Apr 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Robert J. Burger
Phone Number: 6027345123
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $188,943
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

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