linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lucas Charles Auger

Berger Financial Group

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

About Lucas Charles Auger

Lucas Auger is a financial advisor with Berger Financial Group, located in Plymouth, Minnesota. Lucas holds the Series 6, Series 63, and Series 65 licenses and has been a financial advisor since 2017. Lucas is a Certified Financial Planner and has experience working with clients in various financial planning areas. He is also experienced in working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.

Firm Information

Lucas Auger 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Lucas Auger’s Registration & Firm History

MN

10/20/2022 - Present

Berger Financial Group (PLYMOUTH MN)

VT

08/30/2019 - 08/26/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (South Burlington VT)

VT

06/30/2017 - 08/16/2019

NYLIFE SECURITIES LLC (COLCHESTER VT)

Not sure if Lucas Charles Auger is right for you?

Licenses & Designations

IA

Issued 10/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas Charles Auger.
Not sure if Lucas Charles Auger is right for you?