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Eric Kautzman

Berger Financial Group

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About Eric Kautzman

Eric Kautzman is a financial advisor registered with Berger Financial Group in Plymouth, Minnesota. Eric has been in the industry since May 2011 and has registrations in Minnesota and Texas. Eric is a licensed Series 6, 7, and 63 representative, as well as a SIE exam holder. Eric specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Eric is also a Board Member for Urban Boatbuilders.

Firm Information

Eric Kautzman 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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Eric Kautzman’s Registration & Firm History

MN

11/14/2023 - Present

Berger Financial Group (PLYMOUTH MN)

MN

05/23/2011 - 04/12/2021

PRINCIPAL SECURITIES, INC. (MINNETONKA MN)

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Licenses & Designations

BC

Issued 05/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Kautzman.
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