Unclaimed Profile

Larry Allen Berger

BERGER FINANCIAL GROUP, INC.·PLYMOUTH, Minnesota

SIE, Series 4, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65CFPClean record12 years registeredBERGER FINANCIAL GROUP, INC.

1695 STATE HWY 169, PLYMOUTH, MN 55441CRD# 1321834Firm CRD# 308174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Allen Berger · PLYMOUTH, MN

Registration

CRD #1321834 · BERGER FINANCIAL GROUP, INC. · 12 years registered

Brand Profile

Not yet started

Career History

BERGER FINANCIAL GROUP

Jul 2020 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2013 – Aug 2020

PLYMOUTH, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · December 9, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERGER FINANCIAL GROUP, INC.

CRD 308174 · SEC 801-118923

AUM

$1.7B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Larry Allen Berger offer?

Larry Allen Berger specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Larry Allen Berger's credentials?

Larry Allen Berger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Larry Allen Berger located?

Larry Allen Berger 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 Larry Allen Berger charge for services?

Larry Allen Berger'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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