Unclaimed
Paul Vincent Klinges is an investment advisor representative at Berger Financial Group, a firm based in Plymouth, Minnesota with a branch office in Portland, Maine. Paul is a registered investment advisor with the state of Maine. Paul has been in the industry since May 2021 and has a Series 65 license. Berger Financial Group offers financial planning, educational seminars, and portfolio management services to individuals and businesses. The firm manages over $1.6 billion in assets for its clients.
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
08/29/2023 - Present
Berger Financial Group (PLYMOUTH MN)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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