Mark Berger
Certified Financial Planner (Tm), Enrolled Agent, Principal, Owner @Berger Financial Group, Inc
Minneapolis, MN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 1997 — Present
Certified Financial Planner (Tm), Enrolled Agent, Principal, Owner @Berger Financial Group, Inc
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Advisory services offered through Berger Financial Group Inc, a Registered Investment Advisor.
EDUCATION
N/A
Professional Designation - EA
EA (Enrolled Agent)
1999 — 2003
St. Olaf College
BA, Economics with a concentration in Finance
N/A
FINRA Licensure
Industry Licensure, Passed FINRA series 4, 7, 24, 31, 51, 66 (inactive other than IAR)
N/A
Professional Designation - CFP(r)
CERTIFIED FINANCIAL PLANNER (tm), CFP(r)
SKILLS
Retirement PlanningHigh Net Worth IndividualsRetirementAsset ManagmentAsset ManagementInvestment AdvisoryFinancial PlanningWealth Management ServicesFinancial AdvisoryMutual FundsAsset AllocationPortfolio ManagementCertified Financial PlannerFinancial PlannersInvestmentsSeries 7Investment StrategiesWealth ManagementPersonal FinanceFinancial ServicesTradingTaxSecuritiesRisk ManagementIrasFinraStrategic Financial Planning
ABOUT MARK BERGER
Enthusiastic and an educator by nature, Mark\'s professional style is both vibrant and…
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