Unclaimed
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.
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
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)
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
Active
Inactive
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