Mark Berger Email & Phone Number
CERTIFIED FINANCIAL PLANNER (tm), Enrolled Agent, Principal, Owner @ Berger Financial Group, Inc
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Mark Berger Location
- Minneapolis, MN, US
Mark Berger Work
- 1997 -now CERTIFIED FINANCIAL PLANNER (tm), Enrolled Agent, Principal, Owner @
- 2010 -2017 Founding Member @ Continuity Partners Group, LLC
- 2015 -2016 Host of "Smart Money" Radio Show @
- 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
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- Certified Financial Planner
- Personal Finance
- Trading
- Retirement
- Services
- Series 7
- Securities
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 and 2 mobile phone numbers on RocketReach.
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