Christine
Thomas

Berger Financial Group

CRD#6485808
Investment Advisor
in Minneapolis, MN

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About this Advisor

Christine Thomas is a certified financial planner based in Minneapolis, Minnesota with 3 years of industry experience. Thomas is currently employed by Berger Financial Group. During their career, Thomas has held roles at First Resource Bank, Cambridge Investment Research Advisors, Inc and Berger Financial Group. Thomas can serve investors in Minnesota. Berger Financial Group is a registered investment business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in six locations and a total of 60 people on staff. It administers $1 billion in total assets among its 6,706 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 6,706 customer accounts, just 14% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. However, fees charged by Berger Financial Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

Christine Thomas Work History

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

2020 - Present (4 years)

Berger Financial Group

2015 - Present (9 years)

Berger Financial Group

2018 - 2020 (2 years)

Cambridge Investment Research Advisors, Inc

2012 - 2015 (3 years)

First Resource Bank

*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 Christine Thomas 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

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