Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Schoepke is a registered investment advisor representative with Berger Financial Group. Adam Schoepke is licensed to provide investment advice in Minnesota. Adam Schoepke has passed the Uniform Investment Adviser Law Examination (Series 65). The firm's main office is located in Plymouth, Minnesota. Berger Financial Group provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $1.66 billion in assets.
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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MN
12/21/2023 - Present
Berger Financial Group (PLYMOUTH MN)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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