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MPC Advisers

MPC Advisers

PLAN. INVEST. ENJOY LIFE

  • Who We Are
    • About MPC
    • We Believe
    • Our People
  • What We Do
    • Our Services
    • Our Process
  • Careers
    • Working at MPC
    • Who We’re Looking For
    • Apply Online
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  • Home
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David G. Berka, ChFC®

David G. Berka, ChFC®

David G. Berka, ChFC®

Call: 262.787.3227

Email: dberka@mpcadvisers.com

Dave began his career in the financial services industry when he joined MPC Advisers in 1986. In addition to serving individual clients in the areas of planning and investing, he specializes in advising 401(k) and Qualified Retirement Plan sponsors and their plan participants.

Whether local or out-of-state, Dave’s clients appreciate his ability to apply the latest research and analytical tools, as well as his commitment to helping them identify and work toward their long-term goals. He enjoys sharing ideas with his colleagues and believes that MPC’s broad knowledge base provides his clients with resources that are especially valuable in a rapidly changing world.

Dave and his wife, Katherine, live in Brookfield where they raised four daughters. They both enjoy traveling and serving together in various capacities with their local church. Dave is an avid golfer and is also a registered WIAA Basketball Official for the State of Wisconsin.

Education and Professional Credentials

  • B.B.A., Marketing, University of Wisconsin - Whitewater
  • Chartered Financial Consultant (ChFC®)
  • Accredited Investment Fiduciary (AIF®)

Fun Facts

  • Bucket List Vacation

    Israel/Greece

  • Favorite Food

    Beef Tenderloin

  • Best Sports Team

    Packers

  • Something You Can't Live Without

    Breath of Life

  • Favorite Part of Your Day

    When my head hits the pillow.

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Get in Touch

16655 W Bluemound Road Suite 150
Brookfield, WI 53005

262.785.1005

262.785.9237

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Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and registered investment advisor. Insurance offered through MPC Advisers and is not affiliated with Woodbury. Woodbury Financial Services does not provide legal or tax advice. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. The representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NE, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI.

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