BERGER FINANCIAL GROUP, INC.

BERGER FINANCIAL GROUP
PLYMOUTH, Minnesota·7 registered advisors·CRD# 308174
SEC# 801-1189239763-746-2666
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BERGER FINANCIAL GROUP, INC.

7 registered advisors
Angela Marie Erickson
PLYMOUTH, Minnesota
April Therease Bortscheller
PLYMOUTH, Minnesota
Larry Allen Berger
PLYMOUTH, Minnesota
Mark Allen Berger
PLYMOUTH, Minnesota
Neil Matthew Brozen
PLYMOUTH, Minnesota
Nicholas Robert Asmus
PLYMOUTH, Minnesota
Patrick John Noll
PLYMOUTH, Minnesota
05

Office Locations

PLYMOUTH, Minnesota
7 advisors

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Data sourced from SEC Form ADV filings. BERGER FINANCIAL GROUP, INC. (CRD# 308174) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.