Robert BurgerCRD 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.
Transamerica Financial Advisors, Inc.
Aegis Wealth Partners, LLC
|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|
Total Assets Under Management39MILLIONS
Total Number of Accounts206ACCOUNTS
Average Account Value$188,943
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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