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Nicholas A Albert

Berger Financial Group

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About Nicholas A Albert

Nicholas Albert is a financial advisor with Berger Financial Group in Plymouth, MN. Nicholas Albert has been in the industry since 2019. Nicholas Albert has passed the Series 7TO, SIE and Series 66 exams and is registered in Arizona. Nicholas Albert provides financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Nicholas Albert 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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Nicholas Albert’s Registration & Firm History

AZ

11/30/2021 - Present

Berger Financial Group (Sun City AZ)

AZ

12/11/2019 - 11/05/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Sun City West AZ)

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Licenses & Designations

BOTH

Issued 02/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas A Albert.
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