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Berger Financial Group

Headquartered in PLYMOUTH, MN

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Firm Information

Berger Financial Group is a financial advisory firm headquartered in Plymouth, Minnesota. The firm has 7 licensed agents, 35 investment adviser representatives, and 52 individuals involved in investment advisory functions. Berger Financial Group manages approximately $1.66 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They provide financial planning, educational seminars, and portfolio management services.

Berger Financial Group

1695 STATE HWY 169

PLYMOUTH, MN 55441

$1.66B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (12)

BERGER FINANCIAL GROUP has a total of 12 branch locations across the country.
location

South Burlington, VT

location

Bloomington, MN

location

Ft Pierce, FL

location

Monticello, MN

location

Sun City West, AZ

location

Portland, ME

location

Springfield, IL

location

PLYMOUTH, MN

location

Sun City, AZ

location

Minnetonka, MN

location

Longboat Key, FL

location

Burlington, VT

Advisors at Berger Financial Group

View All 36 Advisors
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Melissa Anne Piconi

RA

Sun City West, AZ

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Paul Vincent Klinges

RA

Portland, ME

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Nicholas Robert Asmus

RA

PLYMOUTH, MN

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Robert Stephen Smrekar

CFP®, RA

PLYMOUTH, MN

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Anthony Harold Reynolds

RA

PLYMOUTH, MN

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Krista Masera

RA

PLYMOUTH, MN

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Unclaimed
Matthew Jacob Gibbs

RA

Burlington, VT

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Unclaimed
Adam Schoepke

RA

PLYMOUTH, MN

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Disclosures

There are no public disclosures for Berger Financial Group.

Frequently Asked Questions (8)

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