Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
30yrs
Robert Smrekar
Full name on record: Robert Stephen Smrekar
Financial advisor at Berger Financial Group
Robert Smrekar is a fiduciary financial advisor in Plymouth, Minnesota, with 30 years in the industry. Robert joined Berger Financial Group in 2020, after five years at Cambridge Investment Research Advisors and a year at Wade Financial Group. Robert holds the CFP® designation.
One of 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience in Minnesota
Office1695 State Hwy 169 N, Plymouth, MN 55441
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$780,712
Advisors at the firm47
States licensed ?2 states
Services through Berger Financial Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowBerger Financial GroupCurrent firm
- 2016 – 2020
- Jan 2016 – Jul 2016Wade Financial Group Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Berger Financial Group at (763) 746-2666 and ask for Robert Smrekar. Robert works from the Plymouth, MN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top 16% by experience in Minnesota.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Berger Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wealth Enhancement Advisory Services
46yrs
Top 1% by experience in Plymouth
LPL Financial
45yrs
Top 1% by experience in Plymouth
Wealth Enhancement Advisory Services
45yrs
Top 1% by experience at Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
44yrs
Top 1% by experience in Plymouth
Wealth Enhancement Advisory Services
43yrs
Top 1% by experience in Plymouth