Invested Better
Unclaimed

Unclaimed

Unclaimed

Blaine Micah Conklin

Berger Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Blaine? Claim Your Profile

About Blaine Micah Conklin

Blaine Conklin is a financial advisor who is currently registered with Berger Financial Group in Plymouth, Minnesota. Blaine has been in the financial services industry since 1998. Blaine has a background with several firms including Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., Wells Fargo Investments, LLC and American United Life Insurance Company. Blaine has a Chartered Financial Analyst designation and holds Series 6, 7, 63 and 66 securities licenses. Blaine specializes in portfolio management for individuals, financial planning and educational seminars.

Firm Information

Blaine Conklin is currently registered with Berger Financial Group. 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Blaine Conklin’s Registration & Firm History

MN

07/31/2020 - Present

Berger Financial Group (PLYMOUTH MN)

MN

07/18/2008 - 07/11/2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED (WAYZATA MN)

MN

01/01/2008 - 08/05/2008

WACHOVIA SECURITIES, LLC (MINNETONKA MN)

MN

04/05/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (MINNETONKA MN)

CA

09/19/2002 - 04/08/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

IN

05/21/1999 - 07/26/2000

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

IN

05/21/1999 - 07/26/2000

AUL EQUITY SALES CORP. (INDIANAPOLIS IN)

MA

08/06/1998 - 05/14/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

Not sure if Blaine Micah Conklin is right for you?

Licenses & Designations

BOTH

Issued 09/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/05/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blaine Micah Conklin.
Not sure if Blaine Micah Conklin is right for you?