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Robert Joseph Burger

Robert Joseph Burger

CFP®
DISCIPLINED MONEY
PHOENIX, AZ
·CRD# 2154705·35 years experience

Professional Summary

Robert Joseph Burger, CFP® is a registered financial advisor currently at DISCIPLINED MONEY, LLC located in Phoenix, Arizona. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Robert has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Hourly

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Retirement Planning
  • Education Funding
  • Financial Planning
  • Investment Management

Specializations

Middle Income Client Needs
Divorce Planning

Biography

We help you make informed decisions through a planning process that focuses on your financial intention. All services (including ongoing management fees) are based on an hourly rate rather than an Asset Under Management (AUM) fee. This allows us to work with you no matter your account balance (no minimum) or whether you want to retain management of your investments.

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2004

Years of Experience

35 years in the financial services industry

Current & Past Employments

DISCIPLINED MONEY, LLC·CRD# 173349
RIA
7220 N 16th St Building D, Phoenix, AZ 85020
February 4, 2015 - Present
ORIGIN INVESTMENT ADVISORY LLC·CRD# 305353
RIA
Phoenix, AZ
August 3, 2021 - March 10, 2023
SENSIBLE MONEY, LLC·CRD# 158641
RIA
Scottsdale, AZ
June 29, 2012 - May 15, 2015
MURPHY CAPITAL ADVISORS, LLC·CRD# 133616
RIA
Glendale, AZ
September 16, 2011 - June 18, 2012
PERSPECTIVE FINANCIAL SERVICES LLC·CRD# 127704
RIA
Phoenix, AZ
July 17, 2008 - March 7, 2012
MILLER/RUSSELL & ASSOCIATES, INC.·CRD# 131483
RIA
Phoenix, AZ
September 26, 2005 - April 1, 2008
DISCIPLINED INVESTMENTS LLC·CRD# 127799
RIA
Phoenix, AZ
September 2, 2003 - July 25, 2005
KEATS CONNELLY & ASSOCIATES INC.·CRD# 110604
RIA
Phoenix, AZ
February 7, 2000 - August 8, 2003
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
March 23, 1995 - June 18, 1999
JOSEPH CHARLES & ASSOC., INC.·CRD# 3949
BD
Boca Raton, FL
March 21, 1994 - May 13, 1994
FAIRCHILD FINANCIAL GROUP, INC.·CRD# 21404
BD
New York, NY
September 24, 1993 - February 10, 1995
CENTEX SECURITIES, INCORPORATED·CRD# 18493
BD
La Jolla, CA
May 7, 1993 - July 7, 1993
FIRST AMERICAN BILTMORE SECURITIES, INC.·CRD# 17585
BD
February 9, 1993 - May 19, 1993
MATHEWS, HOLMQUIST & ASSOCIATES, INC.·CRD# 22171
BD
June 23, 1992 - July 15, 1992
J. W. GANT & ASSOCIATES, INC.·CRD# 7963
BD
July 5, 1991 - June 25, 1992

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Current Firm

DISCIPLINED MONEY, LLC
DISCIPLINED MONEY, LLC

DISCIPLINED MONEY, LLC

CRD#: 173349
Arizona
Registered Investment Advisory firm - Arizona (2/4/2015 Approved)

Contact Information

Main Address

7220 N 16th St Building D, Phoenix, AZ 85020

Phone Number

(602) 734-5123

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

242

AUM (Assets Under Management)

$53,317,986

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Disciplined Money, LLC; Investment-Related;7220 N 16th St, Building D, Phoenix, AZ 85020; Investment Adviser; Investment Adviser Representative; April 2015; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(2/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1991About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 1991About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Mar 1997

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Burger's CRS (Customer Relationship Summary).

Services Offered by Robert

  • Retirement Planning
  • Education Funding
  • Financial Planning
  • Investment Management

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