Patrick Joseph Berger

Current Employers

Employment History

• 09/2008 → Present
  Principal Life Insurance Company
  N Sioux City, SD
• 03/2016 → Present
  Principal Securities Inc
  N Sioux City, SD

Other Businesses

***Berger Insurance & Financial Group, Vice President. Entity established to collect commissions & pay expenses. No business done through entity. No DBA, 08/04/16. ***Holy Spirit Retirement home; Not Investment Related; 1701 W 25th St, Sioux city, IA 51103; Board Member; Approving annual budget and oversight of management company.; Start Date: 01/01/2018; 5 hrs per month; 5 during trading hours. INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/03/2021 ADDRESS: 1315 River Drive, N Sioux City SD 57049, United States DESCRIPTION: Combining several OBA's that were duplicating fixed products Selling fixed insurance products through various carriers: Individual fixed life, DI, LTC, health and fixed annuities. Group products: life, DI, health, vision, dental, medical, STD and LTD HEELAN YOUTH ATHLETICS POSITION: Board Member/Girls Basketball Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2022 ADDRESS: 50 13th St, Sioux City IA 51103, United States DESCRIPTION: I am a Board Member & Girls Basketball Chair person for Heelan Youth Athletics. Heelan Youth Athletics is a non profit entity ran by volunteers. We coordinate the youth sports programs offered to girls & boys in 3rd -8th grades at Bishop Heelan Catholic Schools. We oversee the girls & boys basketball, girls volleyball and boys football programs. We help facilitate the registration for these sports, handling of equipment, finding coaches & an annual program fundraiser.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-02
• S63 Uniform Securities Agent State Law Examination
  2008-07-07

Other Names

• Pat Joseph Berger