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Mark Allen Berger

BERGER FINANCIAL GROUP, INC.·PLYMOUTH, Minnesota
Unclaimed Profile
1695 STATE HWY 169, PLYMOUTH, MN 55441CRD# 4670962Firm CRD# 308174
01

About

Mark Allen Berger is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with BERGER FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BERGER FINANCIAL GROUP, INC.
BERGER FINANCIAL GROUP
AUM
$1.7B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at BERGER FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4670962
Firm CRD# 308174
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Allen Berger offer?
Mark Allen Berger specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Mark Allen Berger's credentials?
Mark Allen Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Allen Berger located?
Mark 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 Mark Allen Berger charge for services?
Mark 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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Other advisors in PLYMOUTH
James Krusell Moeller — WALLEYE TRADING ADVISORS, LLCWilliam Dunning England — WALLEYE TRADING ADVISORS, LLCTodd Jeffrey Solow — WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPatrick John Noll — BERGER FINANCIAL GROUP, INC.Rhonda Kavanagh — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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