Seth
Wagner
Berger Financial Group
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About this Advisor
Seth Wagner is a financial advisor operating out of Minneapolis, Minnesota with 3 years of industry experience. Wagner works at Berger Financial Group. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Concordia Creative Learning Academy, Hennepin Elementary School, Naiku, Athlos Leadership Academy and Berger Financial Group. Wagner holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Minnesota. Berger Financial Group is a registered investment firm based in Minneapolis, MN. It has offices in six locations and a total of 60 people on staff. It controls $1 billion in assets between its 6,706 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 6,706 accounts, just 14% are held by high-net-worth individuals who have at least $1 million in investable assets. Berger Financial Group has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Berger Financial Group likely consist 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
Seth Wagner Work History
Seth has been registered as a financial advisor for 3 years.*
Berger Financial Group
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Naiku
Athlos Leadership Academy
Hennepin Elementary School
Concordia Creative Learning Academy
*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 Seth Wagner 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
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