Robert Smrekar
Robert Smrekar is a CFP-designated registered investment advisor at Berger Financial Group, based in Plymouth, MN, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,684 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.
Location
1695 State Hwy 169, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (3)
Regulatory
March 2011Customer Dispute
December 2010Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Robert works as an independent insurance agent for various insurance companies through Simplicity Group, AdvisorNet Insurance, and Newman LTC since 2019. These activities each take a few hours per week.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Wade Financial Group INC
Linsco/private Ledger CORP.Broker
Securities Service Network, INC.Broker
Linsco/private Ledger CORP.Broker
Ascend Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
Fortis Investors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.