Morgan
Padget

Berger Financial Group

CRD#6578810
Investment Advisor
in Springfield, IL

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About this Advisor

Morgan Padget is a financial advisor based in Springfield, Illinois, working with Berger Financial Group. Morgan has previously held positions at Edward Jones, Lrs Consulting Services, Jp Morgan Securities LLC, Jpmorgan Chase Bank, Robert Gordon & Associates, and Berger Financial Group. Morgan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Morgan is part of Berger Financial Group, which operates out of Springfield, Illinois. The firm has 9 offices and 64 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Berger Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1201 Veterans Parkway, Suite A
Springfield, IL 62704

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Berger Financial Group Brokerage Details

Total Assets Under Management

$1,661,051,044

IL Average: $5,289,111,388
Total Number of Employees

64

IL Average: 157
Total Number of Accounts

7,117

IL Average: 8,262
Average Account Size

$233,392

IL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Morgan Padget Work History

2024 - Present (0 year)

Berger Financial Group

2019 - Present (5 years)

Robert Gordon & Associates

2017 - 2019 (2 years)

Jp Morgan Securities LLC

2017 - 2019 (2 years)

Jpmorgan Chase Bank

2016 - 2016 (< 1 year)

Edward Jones

2016 - 2017 (1 year)

Edward Jones

2015 - 2016 (1 year)

Edward Jones

2013 - 2015 (2 years)

Lrs Consulting Services

Disclosures

Please visit the SEC profile of Morgan Padget to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berger Financial Group

Rachel Meyer
Minneapolis, MN
Melissa Piconi
Sun City West, AZ
Kristi Sanz
Minneapolis, MN
Matthew Gibbs
South Burlington, VT
Seth Wagner
Minneapolis, MN
Anthony Reynolds
Minneapolis, MN
Tyson Pettitt
Minneapolis, MN
Morgan Padget
Springfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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