Robert J. Burger

DISCIPLINED MONEY

Phoenix, AZ 85020

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CRD#: 2154705

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.

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.

Question & Answer

What are your service offerings?

Divorce Planning

Retirement Planning

Retirement Income Management

Education Planning

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

Hourly

Investment Advice with Ongoing...

Middle Income Client Needs

Retirement Plan Investment Adv...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

February 4, 2015 - Present

DISCIPLINED MONEY, LLC

Office #1: 7220 N 16th St Building D, Phoenix, AZ 85020

RIA

CRD#: 173349

Phoenix, AZ

Past

August 3, 2021 - March 10, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

PHOENIX, AZ

Past

June 29, 2012 - May 15, 2015

SENSIBLE MONEY, LLC

RIA

CRD#: 158641

SCOTTSDALE, AZ

Past

September 16, 2011 - June 18, 2012

MURPHY CAPITAL ADVISORS, LLC

RIA

CRD#: 133616

GLENDALE, AZ

Past

July 17, 2008 - March 7, 2012

PERSPECTIVE FINANCIAL SERVICES LLC

RIA

CRD#: 127704

PHOENIX, AZ

Past

September 26, 2005 - April 1, 2008

MILLER/RUSSELL & ASSOCIATES, INC.

RIA

CRD#: 131483

PHOENIX, AZ

Past

September 2, 2003 - July 25, 2005

DISCIPLINED INVESTMENTS LLC

RIA

CRD#: 127799

PHOENIX, AZ

Past

February 7, 2000 - August 8, 2003

KEATS CONNELLY & ASSOCIATES INC.

RIA

CRD#: 110604

PHOENIX, AZ

Past

March 23, 1995 - June 18, 1999

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

March 21, 1994 - May 13, 1994

JOSEPH CHARLES & ASSOC., INC.

CRD#: 3949

BOCA RATON, FL

Past

September 24, 1993 - February 10, 1995

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

Past

May 7, 1993 - July 7, 1993

CENTEX SECURITIES, INCORPORATED

CRD#: 18493

LA JOLLA, CA

Past

February 9, 1993 - May 19, 1993

FIRST AMERICAN BILTMORE SECURITIES, INC.

CRD#: 17585

Past

June 23, 1992 - July 15, 1992

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

CRD#: 22171

Past

July 5, 1991 - June 25, 1992

J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 10/25/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 3/14/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

DISCIPLINED MONEY, LLC

CRD#: 173349 / SEC#:

Arizona

Registered Investment Advisory firm - (2/4/2015 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(602) 734-5123

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 53,317,986

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Robert J. Burger

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

SENSIBLE MONEY, LLC

MURPHY CAPITAL ADVISORS, LLC

PERSPECTIVE FINANCIAL SERVICES LLC

MILLER/RUSSELL & ASSOCIATES, INC.

DISCIPLINED INVESTMENTS LLC

KEATS CONNELLY & ASSOCIATES INC.

CHARLES SCHWAB & CO., INC.

JOSEPH CHARLES & ASSOC., INC.

FAIRCHILD FINANCIAL GROUP, INC.

CENTEX SECURITIES, INCORPORATED

FIRST AMERICAN BILTMORE SECURITIES, INC.

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

J. W. GANT & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/1999

Series 63

Date: 7/11/1991

Series 7

Date: 7/2/1991

Series 8

Date: 3/14/1997

Current Firm

DISCIPLINED MONEY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DISCIPLINED MONEY, LLC

TRUST BUT VERIFY

Contact information

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