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Mark Allen Berger

Berger Financial Group

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About Mark Allen Berger

Mark Berger is a financial advisor at Berger Financial Group. Mark has been working in the financial industry since 2003. Mark has a Series 66, 51, 4, 24, 99TO, SIE, 31, and 7 licenses. Mark is also a Certified Financial Planner. Mark has worked for Purshe Kaplan Sterling Investments and Cambridge Investment Research. Mark specializes in providing financial planning, portfolio management for individuals, and educational seminars to clients.

Firm Information

Mark Berger 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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Mark Berger’s Registration & Firm History

MN

07/31/2020 - Present

Berger Financial Group (PLYMOUTH MN)

MN

07/31/2020 - 06/06/2023

PURSHE KAPLAN STERLING INVESTMENTS (Plymouth MN)

MN

06/18/2003 - 08/28/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)

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Licenses & Designations

BOTH

Issued 07/31/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/29/2003

Series 4 - Registered Options Principal Examination

BC

Issued 08/27/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 06/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Allen Berger.
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