Isaac Jay Buehler
Investment adviser representative at Berger Financial Group
18 yearsExperience
1 stateRegistered in
$2.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Berger Financial GroupJul 2026 to now
- Michael Traxler Wealth Management, LLCMar 2025 to now
- Michael Traxler Wealth Management, LLCMay 2024 to Aug 2024
- Michael Traxler Wealth Management, LLCMay 2023 to Aug 2023
- Chart IndustriesJun 2021 to Jul 2022
- Full-time StudentSep 2008 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Berger Financial Group
Legal name: Berger Financial Group, LLC
$2.9BAssets managed
3,800Clients
51Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8066897
- Firm CRD
- 308174