Robert Harold Berger

Current Employers

Employment History

• 01/2007 → 12/2017
  Honkamp Krueger Financial Services, Inc.
  Dubuque, IA
• 07/1997 → 01/2019
  Berger And O'TOole
  Omaha, NE
• 07/2014 → 12/2017
  Proequities Inc
  Omaha, NE
• 01/2018 → Present
  Mariner Wealth Advisors-Ic, Llc
  Overland Park, KS
• 01/2019 → Present
  Berger, Elliott & Pritchard Cpas, Llc
  Omaha, NE
• 12/2019 → 12/2023
  Msec, Llc
  Overland Park, KS

Previous Registrations

• 2007-02-01 → 2017-11-22
  Avantax Planning Partners, Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

1) BERGER, ELLIOT & PRITCHARD CPAS, LLC; NON-INVESTMENT RELATED; 1301 S 75TH STREET, SUITE 200, OMAHA, NE 68124; ACCOUNTING FIRM; PARTNER; START DATE 01/2019; 160 HOURS PER MONTH/DURING TRADING HOURS; PERFORM ACTIVITIES RELATIVE TO AN ACCOUNTING FIRM. 2) BERGER PROPERTIES LLC; NON-INVESTMENT RELATED; 1301S 75TH STREET, SUITE 200, OMAHA, NE 68124; PROPERTY MANAGEMENT; MEMBER; START DATE 03/2001; TWO HOURS PER MONTH WITH ALL TWO HOURS PER MONTH BEING TRADING HOURS; DUTIES RELATIVE TO PROPERTY MANAGEMENT. 3) THE BOOKKEEPING COMPANY; NON-INVESTMENT RELATED; 1301 S 75TH STREET, SUITE 200, OMAHA, NE 68124; BOOKKEEPING SERVICE; PRESIDENT; START DATE 05/1988; THREE HOURS PER MONTH WITH ALL THREE HOURS BEING DURING TRADING HOURS; PROVIDE BOOKKEEPING SERVICES. 4) R H BERGER & COMPANY INC; NON-INVESTMENT RELATED; 1301 S 75TH STREET, SUITE 200, OMAHA, NE 68124; PAYROLL MANAGEMENT SERVICES; PRESIDENT; START DATE 09/1990; TEN HOURS PER MONTH WITH ALL TEN HOURS PER MONTH BEING DURING TRADING HOURS; PAYROLL SERVICES. 5) WHITE START LAUNDRY INC; NON-INVESTMENT RELATED; 1301 S 75TH STREET, SUITE 200, OMAHA, NE 68124; COMMERICAL LAUNDRY; PRESIDENT; START DATE 05/1961; ONE HOUR PER MONTH WITH ONE HOUR PER MONTH BEING DURING TRADING HOURS; COMMERICAL LAUNDRY. 6) INVESTMENT OPPORTUNITIES UNLIMITED (I.O.U.); 1301 S 75TH STREET, SUITE 200, OMAHA, NE 68124; INVESTMENT RELATED; INVESTMENT CLUB; CLUB MEMBER; START DATE 09/1984; 1 HOUR PER MONTH WITH NO HOURS BEING DURING TRADING HOURS; ATTEND MEETINGS AND DISCUSS MEMBER MARKETABLE SECURITIES PICK. 7) MONEY SUNK; INVESTMENT RELATED; 4717 CHICAGO STREET, OMAHA, NE 68131; INVESTMENT CLUB; CLUB MEMBER; START DATE 11/2011; 1 HOUR PER MONTH WITH NO HOURS BEING DURING TRADING HOURS; ATTEND MEETINGS AND DISCUSS MEMBER MARKETABLE SECURITIES PICK.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-23
• S65 Uniform Investment Adviser Law Examination
  2006-11-20