BERGER FINANCIAL GROUP, INC.
Legal name: BERGER FINANCIAL GROUP
CRD #308174 SEC #801-118923 PLYMOUTH, MN 763-746-2666
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
70
Clients
--
Accounts
10,333
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BERGER, LARRY, ALLEN | I | FINANCIAL ADVISOR, CHAIRMAN | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| BORTSCHELLER, APRIL, THEREASE | I | VICE PRESIDENT, BOARD MEMBER | NA | Control |
| CONKLIN, BLAINE, MICAH | I | CIO | NA | |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| ERICKSON, ANGELA, MARIE | I | ADVISOR, BOARD MEMBER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NOLL, PATRICK, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Reynolds, Anthony, Harold | I | CHIEF STRATEGY OFFICER | NA | |
| SANZ, KRISTI, LYN | I | CHIEF GROWTH OFFICER | NA | |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | TRUST | D | Control |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| BROZEN, NEIL, MATTHEW | I | TRUSTEE | D | |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | CEO, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | CEO, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | CEO, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| BERGER, MARK, ALLEN | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, BOARD MEMBER | B | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
| ASMUS, NICHOLAS, ROBERT | I | PRESIDENT, BOARD MEMBER | A | Control |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (42)
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Address
1695 STATE HWY 169PLYMOUTH, MN 55441
United States
Phone: 763-746-2666