Blaine
Conklin

Berger Financial Group

CRD#3096198
Investment Advisor
in Minneapolis, MN

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About this Advisor

Blaine Conklin is a chartered financial analyst based out of Minneapolis, Minnesota who has 3 years of relevant experience. Conklin is on the advisory team at Berger Financial Group. Throughout their career, they have worked at Wade Financial Group, Cambridge Investment Research Advisors, Inc and Berger Financial Group. Conklin has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Minnesota. Berger Financial Group is an advisory company operating out of Minneapolis, MN. It has offices in six locations and a total of 60 financial advisors. It administers $1 billion in total assets among its 6,706 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 6,706 client accounts, just 14% are associated with high-net-worth clients who have more than $1 million in assets. Berger Financial Group offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely depend on which services are provided. However, fees charged by Berger Financial Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

3 years

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

1695 State Hwy 169
Minneapolis, MN 55441

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Berger Financial Group Brokerage Details

Total Assets Under Management

$1,365,502,656

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

60

MN Average: 157
Total Number of Accounts

6,706

MN Average: 8,262
Average Account Size

$203,624

MN Average: $640,173

Investment Advisory Services

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

Blaine Conklin Work History

Blaine has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Berger Financial Group

2016 - 2020 (4 years)

Cambridge Investment Research Advisors, Inc

2011 - 2016 (5 years)

Wade Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Blaine Conklin 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

Tyson Pettitt
Minneapolis, MN
Matthew Gibbs
South Burlington, VT
Christine Thomas
Minneapolis, MN
Rachel Meyer
Minneapolis, MN
Lucas Auger
Minneapolis, MN
Tyler Howard
Minneapolis, MN
Seth Wagner
Minneapolis, MN
Troy Ray
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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