Unclaimed Profile

Neil Matthew Brozen

BERGER FINANCIAL GROUP, INC.·PLYMOUTH, Minnesota

Clean recordBERGER FINANCIAL GROUP, INC.

1695 STATE HWY 169, PLYMOUTH, MN 55441CRD# 7255718Firm CRD# 308174

Profile Verification

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

Identity

Neil Matthew Brozen · PLYMOUTH, MN

Registration

CRD #7255718 · BERGER FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Neil Matthew Brozen 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BERGER FINANCIAL GROUP, INC.

BERGER FINANCIAL GROUP

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERGER FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7255718

Firm CRD# 308174

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Neil Matthew Brozen offer?

Neil Matthew Brozen specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Neil Matthew Brozen's credentials?

Neil Matthew Brozen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Matthew Brozen located?

Neil Matthew Brozen 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 Neil Matthew Brozen charge for services?

Neil Matthew Brozen'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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