Mark Berger Email & Phone Number
CERTIFIED FINANCIAL PLANNER (tm), Enrolled Agent, Principal, Owner @ Berger Financial Group, Inc
Mark Berger Location
Minneapolis, MN, US
Mark Berger Work
- 1997 - now CERTIFIED FINANCIAL PLANNER (tm), Enrolled Agent, Principal, Owner @ Berger Financial Group, Inc
- 2010 - 2017 Founding Member @ Continuity Partners Group
- 2015 - 2016 Host of "Smart Money" Radio Show @ myTalk 107.1
- 2007 - 2011 Foundation Board Member @ CtK Foundation Board
Mark Berger Education
- 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))
- Professional Designation - EA
EA (Enrolled Agent)
Mark Berger Skills
- Financial Advisory
- Planning
- Financial Planners
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- IRAs
- Investments
Mark Berger Summary
Mark Berger, based in Minneapolis, MN, US, is currently a CERTIFIED FINANCIAL PLANNER (tm), Enrolled Agent, Principal, Owner at Berger Financial Group, Inc. Mark Berger brings experience from previous roles at Continuity Partners Group, LLC, myTalk 107.1 and CtK Foundation Board. Mark Berger holds a 1999 - 2003 BA in Economics with a concentration in Finance @ St. Olaf College. With a robust skill set that includes Financial Advisory, Planning, Financial Planners, Retirement Planning, Financial Planning and more. Mark Berger has 1 emails on RocketReach.
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Top Berger Financial Group, Inc Employees
-
Nick Asmus
Chief Executive Officer at Berger Financial Group, Inc
Minneapolis, MN, US25 -
Patrick Noll
Chief Financial Officer at Berger Financial Group, Inc
Minneapolis, MN, US23 -
Anthony Reynolds
Chief Strategy Officer at Berger Financial Group, Inc
Saint Paul, MN, US25 -
Bob Smrekar
Financial Advisor at Berger Financial Group, Inc
Saint Paul, MN, US13 -
Angela Erickson
Financial Advisor at Berger Financial Group, Inc
Saint Paul, MN, US25+ -
Justin West
IT Director at Berger Financial Group, Inc
Saint Paul, MN, US13 -
Emily Knudson
Operations Director at Berger Financial Group, Inc
Minneapolis, Minnesota, United States11 -
Jenna Kealy
Marketing Director at Berger Financial Group, Inc
Minneapolis, MN, US11
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