Berger Financial Group, Inc Revenue
Financial Services • 
Plymouth, Minnesota, United States • 51-100 Employees
Berger Financial Group, Inc revenue & valuation
| Annual revenue | $13,800,000 |
| Revenue per employee | $237,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $44,000,000 |
| Total funding | No funding |
Key Contacts at Berger Financial Group, Inc
Lucas Auger
Director Of Client Services
Mark Berger
Certified Financial Planner Tm, Enrolled Agent, Principal, Owner
Nick Asmus
Chief Executive Officer
Andrew Gillund
Director Of Tax
Alana Dittes
Human Resources Director
Justin West
It Director
Jenna Kealy
Marketing Director
Emily Knudson
Operations Director
Company overview
| Headquarters | 1695 State Highway 169, Plymouth, MN 55441, US |
| Phone number | +17637462666 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Portfolio Management, Financial Planning, Retirement Plans, Client Relationships, Income Tax Focused Wealth Management, Advisor Succession Plan |
| Founded | 1981 |
| Employees | 51-100 |
| Socials |
Berger Financial Group, Inc Email Formats
Berger Financial Group, Inc uses 5 email formats. The most common is {first initial} (e.g., j@bergerfinancialgroup.com), used 62.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bergerfinancialgroup.com | 63.9% |
{first initial}{last name} | jdoe@bergerfinancialgroup.com | 13.1% |
{first name} | john@bergerfinancialgroup.com | 9.8% |
{first name}{last name} | johndoe@bergerfinancialgroup.com | 9.8% |
About Berger Financial Group, Inc
With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart. As a result, we are able to seamlessly collaborate, plan for and implement multi-year financial and tax strategies few others are capable of. When it comes to investment management, we apply in-house cost and tax efficient portfolio strategies designed with risk reduction as a guiding principle. Berger Financial Group has continually helped financial advisors find their route to retirement. Teaming up with advisors all over the country, BFG has created fair and equitable succession plans that continue the excellent service their clients have grown accustom to. We are always looking for advisors to partner with! At BFG, we provide comprehensive, ethical and personal service to help our clients navigate the complex world of personal finance.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Berger Financial Group, Inc has 37 employees across 7 departments.
Departments
Number of employees
Funding Data
Berger Financial Group, Inc has never raised funding before.
Berger Financial Group, Inc Tech Stack
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Programming languages
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Australia
India
United Kingdom
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