Albert Berger
Albert Berger is a registered investment advisor at Wells Fargo Advisors, based in Bloomfield Hills, MI, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2550 S Telegrah Ste 114, [Satellite], Bloomfield Hills, MI, 48302
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Albert has a 90% ownership in Berger Investment Holdings LLC since December 2023, but dedicates no time to it. He is also a financial advisor for Princeton Harriman Insurance Solutions since December 2024, spending a few hours per week on insurance business.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations10 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.