Rebecca Sarah Raff

Employer firm

Nadler Financial Group, Inc. CRD 122617

$2.18B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.; EDUCATION PLANNING AND ASSISTANCE WITH ESTABLISHING 529 PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Nadler Financial Group, Inc
  Deerfield, IL
• 11/2011 → Present
  Ausdal Financial Partners
  Downers Grove, IL

Other Businesses

NADLER FINANCIAL GROUP RIA; FINANCIAL PLANNING RELATIONSHIP MANAGER; EMPLOYEE; 10/2011; SHAREHOLDER AS OF 7.1.21; 160 HOURS PER MONTH DEVOTED; 130 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT ADVISORY; FINANCIAL PLANNING; RELATIONSHIP MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2012-01-04

Designations

• Certified Financial Planner

Other Names

• Rebecca Sarah Berg
• Rebecca Sarah Berg