Jack
Waletich
Berger Financial Group
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About this Advisor
Jack Waletich is a financial advisor based in Minneapolis, Minnesota, working with Berger Financial Group. Jack has previously held positions at Captrust, Berger Financial Group, and was a full-time student. Jack has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Jack is part of Berger Financial Group, which operates out of Minneapolis, Minnesota. 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
Jack Waletich Work History
Berger Financial Group
Captrust
Full Time Student
Disclosures
Please visit the SEC profile of Jack Waletich 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
Minneapolis, MN
Sun City West, AZ
South Burlington, VT
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
