BERGER FINANCIAL GROUP, INC.

BERGER FINANCIAL GROUP, INC. of PLYMOUTH, MN is an SEC-registered investment adviser (CRD 308174). Regulatory assets under management: $2.9B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (16)

NameRoleLocation
Mark Allen BergerCCO, BOARD MEMBER; CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER—
Nicholas Robert AsmusCEO, BOARD MEMBER—
April Therease BortschellerPRESIDENT, COO, BOARD MEMBER; VICE PRESIDENT, BOARD MEMBER—
Angela Marie EricksonADVISOR, BOARD MEMBER—
Patrick John NollCHIEF FINANCIAL OFFICER—
Neil Matthew BrozenTRUSTEE—
Blaine Micah ConklinCIO—
Anthony Harold ReynoldsCHIEF STRATEGY OFFICER—
Kristi Lyn SanzCHIEF GROWTH OFFICER—
Larry Allen BergerFINANCIAL ADVISOR, CHAIRMAN—
BERGER LARRY ALLENCHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER; FINANCIAL ADVISOR, CHAIRMAN—
ERICKSON ANNE MARIEADVISOR, BOARD MEMBER—
ASMUS NICHOLAS ROBERTCEO, BOARD MEMBER; PRESIDENT, BOARD MEMBER—
BORTSCHELLER APRIL THEREASEVICE PRESIDENT, BOARD MEMBER—
NOLL PATRICK JOHNCHIEF FINANCIAL OFFICER—
BROZEN NEIL MATTHEWTRUSTEE—

Branch offices (18)

Showing 15 of 18 offices.

CityStateEmployeesPhone
SPRINGFIELDIL32176984844
S. BURLINGTONVT3802-658-4040
SPRINGFIELDIL32176984844
S. BURLINGTONVT3802-658-4040
SPRINGFIELDIL2217-793-7200
SUN CITY WESTAZ2623-825-3173
SPRINGFIELDIL2217-793-7200
BLOOMINGTONMN2952-888-7509
SUN CITY WESTAZ2623-825-3173
BLOOMINGTONMN2952-888-7509
PORTLANDME1207-775-1151
MONTICELLOMN1723-295-0442
MINNETONKAMN1952-401-1671
MONTICELLOMN1723-295-0442
SCOTTSDALEAZ1480-473-4619

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