David Herbeck (CRD# 3055213) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 25 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Current | 3 |
| Berger Financial Group | Plymouth, MN | Jul 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2012 - Jul 2020 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2012 - Jul 2020 | 7 |
| Blanski Peter Kronlage & Zoch P.a. | Golden Valley, MN | Jan 1988 - Dec 2016 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- MN
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts7,117ACCOUNTS
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Average Account Value$233,392
- 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
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
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