Lucas
Auger
Berger Financial Group
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About this Advisor
Lucas Auger is a certified financial planner who works in Minneapolis, Minnesota with 1 year of relevant experience. Auger is an employee of Berger Financial Group. Their career trajectory has included roles at Bluestone Life Insurance Co, Life 180, Geek Squad, University Of Vermont, New York Life Insurance Co, Nylife Securities LLC, Red Square, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Berger Financial Group, Inc. Auger holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Berger Financial Group is an advisory company that has its headquarters in Minneapolis, MN. The investment advisory business has offices in six locations and a total of 60 advisors. It controls $1 billion in total assets across its 6,706 client accounts, making it one of the largest firms in the country by assets under management. Of its 6,706 client accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Berger Financial Group can include any combination 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
Lucas Auger Work History
Lucas has been registered as a financial advisor for 1 years.*
Berger Financial Group, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Nylife Securities LLC
Bluestone Life Insurance Co
New York Life Insurance Co
Life 180
Red Square
Geek Squad
University Of Vermont
*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 Lucas Auger 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
South Burlington, VT
Minneapolis, MN
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.
