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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berger Financial Group | Plymouth | MN | 01/2025 | Present |
| Bethel University | Arden Hills | MN | 12/2023 | 11/2024 |
| North Central University | Minneapolis | MN | 08/2019 | 05/2023 |
| Life Time Inc. | Edina | MN | 06/2021 | 05/2024 |
| Western Racquet Club | Elm Grove | WI | 02/2016 | 08/2021 |
| Northwestern Mutual | Milwaukee | WI | 06/2020 | 08/2021 |
| Pewaukee High School | Pewaukee | WI | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
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