Mark Berger
CFP®, EA, Independent Comprehensive Financial Planning Professional
- Role
- Certified Financial Planner (Tm), Enrolled Agent, Principal, Owner at Berger Financial Group, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Mark Berger
Enthusiastic and an educator by nature, Mark\'s professional style is both vibrant and…
Experience
Certified Financial Planner (Tm), Enrolled Agent, Principal, Owner
Apr 1997 — Present
Advisory services offered through Berger Financial Group Inc, a Registered Investment Advisor.
Education
Professional Designation - EA
EA (Enrolled Agent)
St. Olaf College
BA, Economics with a concentration in Finance
1999 — 2003
FINRA Licensure
Industry Licensure, Passed FINRA series 4, 7, 24, 31, 51, 66 (inactive other than IAR)
Professional Designation - CFP(r)
CERTIFIED FINANCIAL PLANNER (tm), CFP(r)
Skills
- Retirement Planning
- High Net Worth Individuals
- Retirement
- Asset Managment
- Asset Management
- Investment Advisory
- Financial Planning
- Wealth Management Services
- Financial Advisory
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Certified Financial Planner
- Financial Planners
- Investments
- Series 7
- Investment Strategies
- Wealth Management
- Personal Finance
- Financial Services
- Trading
- Tax
- Securities
- Risk Management
- Iras
- Finra
- Strategic Financial Planning
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