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April Therease Bortscheller

BERGER FINANCIAL GROUP, INC.·PLYMOUTH, Minnesota
SIE, Series 7, Series 63CFPClean record10 years registeredBERGER FINANCIAL GROUP, INC.
1695 STATE HWY 169, PLYMOUTH, MN 55441CRD# 5276363Firm CRD# 308174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
April Therease Bortscheller · PLYMOUTH, MN
Registration
CRD #5276363 · BERGER FINANCIAL GROUP, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

BERGER FINANCIAL GROUP
Jul 2020 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2016 – Aug 2020
Plymouth, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · May 25, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BERGER FINANCIAL GROUP, INC.
CRD 308174 · SEC 801-118923
AUM
$1.7B
Regulatory assets under management
Employees
64
7,117 client accounts
Services offered by BERGER FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BERGER FINANCIAL GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does April Therease Bortscheller offer?
April Therease Bortscheller specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are April Therease Bortscheller's credentials?
April Therease Bortscheller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is April Therease Bortscheller located?
April Therease Bortscheller is based in PLYMOUTH, Minnesota, working with BERGER FINANCIAL GROUP, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does April Therease Bortscheller charge for services?
April Therease Bortscheller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERGER FINANCIAL GROUP, INC.?
BERGER FINANCIAL GROUP, INC. has approximately 64 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERGER FINANCIAL GROUP, INC.

Mark Allen Berger
PLYMOUTH, MN
CFP
Angela Marie Erickson
PLYMOUTH, MN
CFP
Larry Allen Berger
PLYMOUTH, MN
CFP
Nicholas Robert Asmus
PLYMOUTH, MN

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