Richard
Stone
Berger Financial Group
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About this Advisor
Richard Stone is a financial advisor based in Springfield, Illinois, working with Berger Financial Group. Richard has previously held positions at Robert Gordon And Associates and Berger Financial Group. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Richard 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 high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,661,051,044
64
7,117
$233,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Richard Stone Work History
Berger Financial Group
Robert Gordon And Associates
Disclosures
Please visit the SEC profile of Richard Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Minneapolis, MN
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Minneapolis, MN
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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