Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Smrekar is a financial advisor with Berger Financial Group, located in Plymouth, Minnesota. Robert has been in the financial services industry since 1996 and has a wide range of experience in helping individuals and families meet their financial goals. Robert offers a variety of financial planning services, including retirement planning, college savings planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
07/31/2020 - Present
Berger Financial Group (PLYMOUTH MN)
SC
01/19/2001 - 10/05/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TN
08/02/2000 - 12/05/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
SC
06/03/1999 - 08/02/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
03/30/1998 - 06/23/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
03/30/1998 - 06/23/1999
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
01/05/1998 - 03/30/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
09/20/1996 - 01/06/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/20/1996 - 01/06/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 11/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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