Advisor at Reserve Wealth Planning
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Chad Burger is a financial advisor at Reserve Wealth Planning in Omaha, NE, holding a Series 65 credential with two years of industry experience. Prior to his current role, he spent ten years at Precision Lens and concurrently works as a Senior Account Executive at Johnson & Johnson Vision, where he provides ophthalmic advice and sells medical products. Reserve Wealth Planning offers comprehensive wealth management services to individuals, high-net-worth clients, and charitable organizations, combining investment management with financial planning. The firm employs a holistic, goal-based planning process and primarily uses passive, low-turnover portfolios while accommodating socially responsible investing preferences.
Based on Reserve Wealth Planning
Based on Reserve Wealth Planning
$0 - $2,000,000: 1.50% $2,000,001+: 1.00%
Fee-only: Fee-only firm, compensated solely by clients for advisory services; no commissions or sales-related compensation.
Omaha, NE
Nebraska
Johnson & Johnson Vision
2023 - Present (3 years)
Reserve Wealth Planning, LLC
2023 - Present (3 years)
Precision Lens
2013 - 2023 (10 years)
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