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).

Current Firm Details
1695 State Hwy 169, Plymouth, MN 55441
https://www.twitter.com/bergerfingroup
By the Numbers
  • Total Assets Under Management
    1,661
    MILLION
  • Total Number of Accounts
    7,117
    ACCOUNTS
  • Average Account Value
    $233,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Berger Financial Group
Showing 21 - 30 of 30 top financial advisors.
21
Seth Wagner, financial advisor Plymouth MN
Seth W. Wagner
CRD#: 6683307
1695 State Hwy 169, Plymouth, MN 55441

Seth Wagner (CRD# 6683307) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 5 years of experience in the finance industry.

22
Lucas Auger, financial advisor Plymouth MN
Lucas C. Auger
CRD#: 6733391
1695 State Hwy 169, Plymouth, MN 55441

Lucas Auger (CRD# 6733391) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 6 years of experience in the finance industry.

23
Eric Hansen, financial advisor Plymouth MN
Eric C. Hansen
CRD#: 7602812
1695 State Hwy 169, Plymouth, MN 55441

Eric Hansen (CRD# 7602812) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has 1 year of experience in the finance industry.

24
Paul Klinges, financial advisor Portland ME
Paul V. Klinges
CRD#: 7672468
15 Monument Square, Suite 3e, Portland, ME 04101

Paul Klinges (CRD# 7672468) is an Investment Advisor Representative working at Berger Financial Group in Portland, ME and has 1 year of experience in the finance industry.

25
Ryan Kompelien, financial advisor Plymouth MN
Ryan T. Kompelien
CRD#: 6467371
1695 State Hwy 169, Plymouth, MN 55441

Ryan Kompelien (CRD# 6467371) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has 1 year of experience in the finance industry.

26
Melissa Latifi, financial advisor Sun City West AZ
Melissa A. Latifi
CRD#: 6302523
13517 W. Camino Del Sol, Sun City West, AZ 85375

Melissa Latifi (CRD# 6302523) is an Investment Advisor Representative working at Berger Financial Group in Sun City West, AZ and has 1 year of experience in the finance industry.

27
Krista Masera, financial advisor Plymouth MN
Krista Masera
CRD#: 6739130
1695 State Hwy 169, Plymouth, MN 55441

Krista Masera (CRD# 6739130) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 4 years of experience in the finance industry.

28
Rachel Meyer, financial advisor Plymouth MN
Rachel M. Meyer
CRD#: 2648859
1695 State Hwy 169, Plymouth, MN 55441

Rachel Meyer (CRD# 2648859) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 26 years of experience in the finance industry.

29
Adam Schoepke, financial advisor Plymouth MN
Adam Schoepke
CRD#: 7826584
1695 State Hwy 169, Plymouth, MN 55441

Adam Schoepke (CRD# 7826584) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has 1 year of experience in the finance industry.

30
Jack Waletich, financial advisor Plymouth MN
Jack Waletich
CRD#: 7757725
1695 State Hwy 169, Plymouth, MN 55441

Jack Waletich (CRD# 7757725) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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