RB
Ryan L. Burger
WEALTH MANAGEMENT
Seward, NE 68434
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CRD#: 5630345
RB
Professional summary
Ryan Lyle Burger, who also goes by Ryan L Burger, is a registered financial advisor currently at WEALTH MANAGEMENT located in Seward, Nebraska.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan L Burger
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.
Gabriel Burger Else CPA PC - not investment related - 135 N. 5th St Seward, NE 68434 - Accounting Firm - President - 02/2009 - Approx. 180 hours monthly/Approx. 160 hours during securities trading hours - Accounting, Tax, Auditing, Management Functions. Et Cetera Thrift Shop - Corporation - not investment related - 504 Seward ST Seward, NE 68434 - non-profit - board member/treasurer - 1/2012 - Approx. 2 hours monthly/approx. 0 hours during securities trading hours Concordia University - not investment related - 800 N. Columbia Ave Seward, NE 68434 - Higher Education - Board Member - 08/2010 - Approx. 10 hours monthly/Approx. 2 hours monthly during securities trading hours - Professor. TSB Enterprises LLC - not investment related - 135 N. 5th Street Seward, NE 68434 - Real Estate Rentals - LLC Member - Approx. 1 hour monthly/0 hours monthly during securities trading hours - LLC Member. Else & Burger Properties LLC - not investment related - 135 N. 5th St Seward, NE 68434 - real estate rentals - LLC Member - Approx. 1 hour monthly/Approx. 0 hours monthly during securities trading hours - rental real estate. Seward Liberty Foundation - Corporation - Not investment related - 233 S. 5th St Seward, NE 68434 - non profit foundation to support local library - Board Member/Treasurer - 2/2013 - Approx. 4 hours monthly/ Approx 0 hours during securities trading hours - bookkeeper/treasurer Fallbrook Homeowners Association - not investment related - 570 Fallbrook Blvd Suite 110 Lincoln, NE 68521 - Association - Treasurer - 02/2019 - Aprox 1 hour monthly/0 hours during trading hours - assemble financial data for association. Christ Lutheran Foundation Board - not investment related - 4325 Sumner St Lincoln, NE 68506 - non profit - Treasurer - 03/2023 - Aprox 1 hour monthly/0 hours during trading hours - support activities of society. Nebraska Society of CPAs Foundation - Non Profit - not investment related - 7435 O Street Suite 100 Lincoln, NE - board of trustees - Approx. 1 hours monthly/ 0 hours monthly during securities trading hours - board member responsible for assembling financial data.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Lyle 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®
NoneExperience
Current
February 13, 2009 - Present
WEALTH MANAGEMENT
Office #1: 418 Seward St, Seward, NE 68434RIA
CRD#: 137080
Seward, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)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
Nebraska(2/13/2009)
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
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Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH MANAGEMENT
CRD#: 137080Seward, NE 68434TRUST BUT VERIFY
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