Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bjorklund is a financial advisor with Berger Financial Group in Plymouth, MN. Adam has been in the industry since 2008 and has a Series 7, 63, and 66. Adam specializes in financial planning, portfolio management, and educational seminars. Before joining Berger Financial Group, Adam was with Ameriprise Financial Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
02/14/2023 - Present
Berger Financial Group (PLYMOUTH MN)
MN
02/14/2019 - 02/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minnetonka MN)
BOTH
Issued 06/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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