Larry
Berger
Berger Financial Group
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About this Advisor
Larry Berger is a certified financial planner who works out of Minneapolis, Minnesota with a total of 3 years of relevant experience. Berger currently works for Berger Financial Group. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Berger Financial Group. Berger maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Berger Financial Group is a financial advisory firm based in Minneapolis, MN. The firm has offices in six locations and a total of 60 advisors. It handles $1 billion in total assets across its 6,706 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 6,706 accounts, just 14% belong to high-net-worth clients who have at least $1 million in assets. Berger Financial Group has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on the financial services provided. However, fee types billed by Berger Financial Group likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,365,502,656
60
6,706
$203,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Larry Berger Work History
Larry has been registered as a financial advisor for 3 years.*
Berger Financial Group
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Berger 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 Larry Berger 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
South Burlington, VT
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
