Berger Financial Group
Berger Financial Group (CRD# 308174) is a financial advisory firm headquartered in Plymouth, MN. They manage $1,661,051,044 in 7,117 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management1,661MILLION
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Total Number of Accounts7,117ACCOUNTS
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Average Account Value$233,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
Lisa Greely (CRD# 2355586) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 24 years of experience in the finance industry.
David Herbeck (CRD# 3055213) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 25 years of experience in the finance industry.
Rebecca Lantzer (CRD# 4922010) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 18 years of experience in the finance industry.
Kim Lillehaug (CRD# 2664612) is an Investment Advisor Representative working at Berger Financial Group in Monticello, MN and has over 28 years of experience in the finance industry.
Tyson Pettitt (CRD# 5686595) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 10 years of experience in the finance industry.
Troy Ray (CRD# 5882885) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 8 years of experience in the finance industry.
Kristi Sanz (CRD# 5345222) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 16 years of experience in the finance industry.
Robert Smrekar (CRD# 2800708) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 27 years of experience in the finance industry.
Richard Stone (CRD# 1479718) is an Investment Advisor Representative working at Berger Financial Group in Springfield, IL and has over 32 years of experience in the finance industry.
Dale Tondryk (CRD# 1617126) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 37 years of experience in the finance industry.