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Dale Lawrence Tondryk

Berger Financial Group

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About Dale Lawrence Tondryk

Dale Lawrence Tondryk is a registered investment advisor with Berger Financial Group. Dale has over 30 years of experience in the financial services industry. He is a Series 6, 7, 22 and 63 licensed professional. He is also a registered Investment Advisor in Minnesota, Texas, and Wisconsin. Dale has experience working with a variety of clients including individuals, corporations, and charitable organizations. Dale specializes in financial planning, portfolio management and educational seminars.

Firm Information

Dale Tondryk 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.

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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.

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Dale Tondryk’s Registration & Firm History

MN

11/14/2023 - Present

Berger Financial Group (Minnetonka MN)

MN

05/09/2011 - 10/31/2013

SICOR SECURITIES INC (MINNETONKA MN)

MN

04/23/2009 - 03/08/2011

SECURITIES AMERICA, INC. (MINNETONKA MN)

MN

09/28/2006 - 01/30/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (MINNETONKA MN)

MN

05/20/2004 - 09/22/2006

NEW ENGLAND SECURITIES (MINNETONKA MN)

IN

08/12/1993 - 06/07/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/12/1993 - 06/07/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

CA

03/11/1987 - 12/31/1992

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 12/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1996

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dale Lawrence Tondryk.
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