RB
RB

Robert Berger

19 Years of Experience
Overland Park, KS

Robert Berger is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5700 W. 112th St, Suite 500, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a partner at Berger, Elliot & Pritchard CPAs, LLC, taking up nearly a full-time commitment. He also engages in property management, bookkeeping, payroll management, commercial laundry, and is a member of two investment clubs, requiring minimal time commitments.

Employment History
Current Registrations
Mariner Wealth
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Msec, LLCBroker
December 2019 - December 2023 · 4 yrs
Proequities, INC.Broker
August 2014 - December 2017 · 3 yrs 4 mos
Honkamp Krueger Financial Services INC
February 2007 - November 2017 · 10 yrs 9 mos
State Registrations1 state
NE
Advisor

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.

Exams
No exam information available for this advisor.