David Berka (CRD# 1451859) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brookfield, WI and has over 38 years of experience in the finance industry.
CRD# 4659590
Global View Capital Management LLC
CRD# 1574689
Johnson Wealth Inc.
CRD# 719928
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Brookfield, WI | Jan 2024 - Current | < 1 |
| Matrise, Polzin & Co | Brookfield, WI | Jul 1986 - Current | 37 |
| Woodbury Financial Services Inc. | Brookfield, WI | Apr 2017 - Jan 2024 | 6 |
| Mpc Advisors, LLC | Brookfield, WI | Feb 2011 - Apr 2017 | 6 |
| Girard Securities, Inc. | San Diego, CA | Feb 2011 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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