Joseph Troszak
Investment adviser representative at Berger Financial Group
13 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
13 years in the industry.
- Berger Financial Group, Inc.Dec 2025 to now
- UnemployedFeb 2023 to Dec 2025
- Berger Financial Group, Inc.Jan 2022 to Feb 2023
- Alarm.comSep 2020 to Dec 2021
- MathnasiumJul 2019 to Aug 2020
- MathnasiumJul 2013 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8242633
- Firm CRD
- 308174