Chad Thomas Burger

Current Employers

Reserve Wealth Planning

Omaha, NE • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2023-04-10

NE RA
APPROVED

Since 2023-04-10

Branch Locations

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Precision Lens	Bloomington	MN	01/2013	04/2023
Reserve Wealth Planning, Llc	Omaha	NE	01/2023	Present
Johnson & Johnson Vision	Santa Ana	CA	05/2023	Present

01/2013 → 04/2023

Precision Lens

Bloomington, MN
01/2023 → Present

Reserve Wealth Planning, Llc

Omaha, NE
05/2023 → Present

Johnson & Johnson Vision

Santa Ana, CA

Other Businesses

Name of the other business: Johnson & Johnson Vision Investment-related: No Address of the other business: 1700 East St. Andrew Place, Santa Ana, CA 92705 Nature of the other business: Medical devices Position: Senior Account Executive Title: Senior Account Executive Start date: 5/1/23 Approximate number of hours/month you devote to the other business: 160 hours/month; all during securities trading hours Duties: Service, provide ophthalmic advice and sell medical products to surgeons, staff, clinics, hospitals and surgery centers in the NE & IA territory.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-16

S65 Uniform Investment Adviser Law Examination

2022-07-16

Other Names

Chad Burger

View on SEC IAPD