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BERGER FINANCIAL GROUP

PLYMOUTH, MN · CRD 308174 · IAPD ↗ · indfinco.com · 763-746-2666

$2.95BRegulatory AUM
57Advisory reps
89Employees
0Clients
More than 500Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BERGER FINANCIAL GROUP added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
March 2025 — BERGER FINANCIAL GROUP notice-filed in AR, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — BERGER FINANCIAL GROUP reported RAUM up 51% ($1.66B -> $2.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — BERGER FINANCIAL GROUP notice-filed in AL, KS, KY, NV, PA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — BERGER FINANCIAL GROUP added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.