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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Lillehaug is a financial advisor at Berger Financial Group. Kim has been working in the financial industry since 1995. Kim has a series 6, 7, 63 and 65 license and is also a Certified Financial Planner. Kim has experience working with individuals, corporations and charitable organizations. Kim works with individuals, high-net-worth individuals, corporations and charitable organizations. Berger Financial Group offers financial planning, portfolio management for individuals 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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MN
07/31/2020 - Present
Berger Financial Group (Monticello MN)
MN
07/31/2020 - 11/01/2022
PURSHE KAPLAN STERLING INVESTMENTS (Monticello MN)
MN
03/16/2005 - 08/26/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (MONTICELLO MN)
NY
12/02/2003 - 03/18/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/07/1996 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 07/25/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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