Berger Financial Group

Overview

Berger Financial Group is an SEC registered investment adviser based in Plymouth, MN, registered since 2020. It reports $2.9B in assets under management across 11,139 accounts, with 89 employees. It has 47 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

11,139

Average account

$265K

Employees

89

Advisory reps

47

Registered since

2020

Jurisdictions

41

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• April Therease Bortscheller President, Chief Operating Officer, Board Member CRD 5276363
• Nicholas Robert Asmus President, Board Member CRD 4658905
• Mark Allen Berger Chief Compliance Officer, Board Member CRD 4670962

Advisory reps 3 of 47

• Nicholas A Albert Investment Adviser Rep CRD 6782102
• Kristin Anderson Investment Adviser Rep CRD 8186077
• Nicholas Robert Asmus Investment Adviser Rep CRD 4658905

44 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1695 Highway 169 N
Plymouth, MN 55441

County

Hennepin

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 41 jurisdictions
• Website: bergerfinancialgroup.com

Every state, with registration dates

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