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professional profile

Mark Allen Berger, CFP

AgentIAR Plymouth, MN CRD 4670962 Last verified October 2026

Overview

Mark Allen Berger is an insurance agent and an investment adviser representative based in Plymouth, MN, with 23 years in the industry.

Years in the industry
23
States licensed
13
States registered
2
Carrier appointments
18

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

  • Licensed in 13 states
  • Registered in 2 states
  • Life Agent Individual
  • Producer
  • Series 66

4 lines of authority, with every state and its dates

Firms

Employment history since 2004

Carriers

18 active carrier appointments

Book and practice

Firm assets under management on file

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