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Ryan Thomas Kompelien

Berger Financial Group

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About Ryan Thomas Kompelien

Ryan Kompelien is a financial advisor who has been in the industry since 2015. Ryan is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Ryan is currently registered with Berger Financial Group, Inc. in California, Minnesota, and Texas. Ryan was previously registered with Cambridge Investment Research, Inc. from 2016 to 2020. Berger Financial Group has been in business since 2015 and specializes in working with high-net-worth individuals and families, corporations, and charitable organizations. Ryan works with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning.

Firm Information

Ryan Kompelien 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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Ryan Kompelien’s Registration & Firm History

MN

04/10/2024 - Present

Berger Financial Group (PLYMOUTH MN)

MN

04/06/2016 - 08/28/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Thomas Kompelien.
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