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Berger Financial Group CRD 308174
$2.95B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-09 |
| IL | RA | APPROVED | 2024-02-02 |
Branch Locations
1201 Veterans Parkway, Suite A, Springfield, IL 62704 • United States
1695 State Hwy 169 N, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Springfield | IL | 04/2017 | 07/2019 |
| Jpmorgan Chase Bank | Springfield | IL | 04/2017 | 07/2019 |
| Edward Jones | St Louis | MO | 04/2016 | 09/2016 |
| Edward Jones | Carlinville | IL | 09/2016 | 03/2017 |
| Robert Gordon & Associates | Springfield | IL | 07/2019 | 01/2024 |
| Berger Financial Group | Plymouth | MN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-24 |
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