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Paul Vincent Klinges

Berger Financial Group

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About Paul Vincent Klinges

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.

Firm Information

Paul Klinges 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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Paul Klinges’s Registration & Firm History

MN

08/29/2023 - Present

Berger Financial Group (PLYMOUTH MN)

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Licenses & Designations

IA

Issued 01/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Vincent Klinges.
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