Berger Financial Group

Description

Address: 1695 US-169, Plymouth, MN 55441 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (763) 746-2666 Appointments: bergerfinancialgroup.comCategory: : : : : Place name: Website: : : Website: http://www.bergerfinancialgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Berger Financial Group Posting publicly on the Web Write a review Reviews Be the first to review From Berger Financial Group Unable to add this file. Please check that it is a valid photo. "Team of credentialed financial professionals collaborating to make your financial dreams a reality. Family owned and operated locally in Plymouth, MN since 1981, we're your hometown team. Whether you're just starting to save or looking to finally...More "Team of credentialed financial professionals collaborating to make your financial dreams a reality. Family owned and operated locally in Plymouth, MN since 1981, we're your hometown team. Whether you're just starting to save or looking to finally retire from the 9-5 we can help. Our fiduciary financial planners are ready to work with you today!" Latest PostsPosts from Berger Financial Group View previous posts on Google

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Berger Financial Group Employees

Employee
Years
Job
Industry
Christine Coleman, Allied ASID, AKBD Christine Coleman, Allied ASID, AKBD Greater Denver Area Details
Christine Coleman, Allied ASID, AKBD's Berger Financial Group Experience November 1999 - April 2003
Job Principal Designer & Owner, The Design Box Interior Design, LLC
Industry Design
Experience
The Design Box Interior Design, LLC   January 2010 - Present
Glossy Design   December 2007 - Present
ICON Advisers, Inc.   July 2006 - December 2007
Jackson National Life  May 2003 - June 2006
Berger Financial Group   November 1999 - April 2003
ALPS Fund Services, Inc.   July 1993 - November 1999

Skills
Interior Design, Space-planning, Graphic Design, Furniture, Art, Creative Direction, Marketing Strategy, Lighting Design, Space planning, Graphics, Sketching, Commercial Design, Layout, Rendering, Brochures, Window Treatments, Advertising, Drawing, Concept Design, Floor Plans, FF&E, Interior Architecture, Furnishings, Finish, Draperies, Kitchen & Bath Design, Color Schemes, Elevations, Finish Selections, Retail Design, Universal Design, Window Coverings, Custom Furniture, Hand Drafting, Residential Design, Accessorizing, 20/20 Design, Blinds, Bedding, Home Accessories, Concept Development, Fabric Selection, Upholstery, Area Rugs, Home Staging, Design Research, Cabinetry, Architectural Drawings, SketchUp, Aging in Place

Education
Arapahoe Community College
Associate of Applied Science, Interior Design

Colorado State University
Bachelor of Science, Textiles and Clothing, Merchandising

Chris Von Bargen Chris Von Bargen Greater Atlanta Area Details
Chris Von Bargen's Berger Financial Group Experience 1998 - 2003
Job DoubleLine Group, LP
Industry Investment Management
Experience
DoubleLine Group LP  May 2014 - Present
PNC Capital Advisors (formerly Allegiant Asset Management)   2008 - May 2014
BNY Asset Management  2005 - 2008
Gabelli Asset Management  August 2003 - September 2005
Berger Financial Group   1998 - 2003
Transamerica Retirement Services  1996 - 1998
CL Capital Management   1990 - 1995
Merrill Lynch  1982 - 1990

Skills
Asset Management, Investments, New Business Development, Institutional, Pensions, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Fixed Income, Structured Products, Asset Managment, Capital Markets, Portfolio Management, Finance, Investment Management, Institutional..., Mergers & Acquisitions, Series 7, Strategy, Securities, ETFs, Investment Advisory

Education
Auburn University   1980 — 1982
BS, Finance

University of Nebraska-Lincoln   1977 — 1980
Business Administration

John Paganelli John Paganelli Syracuse, New York Area Details
John Paganelli's Berger Financial Group Experience 1996 - 2003
Job Partner at Blue Water Capital Management LLC
Industry Investment Management
Experience
Blue Water Capital Mgmt   April 2007 - Present
Portfolio Consulting Group, Inc.   2003 - 2007
Berger Financial Group   1996 - 2003
Palmeri Fund Administrators  1991 - 1996

Skills
Asset Management, Investments, Portfolio Management, Accounting, Operations Management, Financial Reporting, SEC filings, GIPS Compliance, Mutual Funds, Investment Management, Finance, Fund Accounting, Asset Allocation, Management, Financial Analysis, Financial Services, Strategic Planning, Equities, Alternative Investments, Securities, Financial Planning, Funding, Wealth Management

Education
Rochester Institute of Technology   1985 — 1990
BS Finance, Finance

Williamsville East HS   1981 — 1985

Elizabeth Grice Elizabeth Grice Greater Denver Area Details
Elizabeth Grice's Berger Financial Group Experience April 2001 - October 2002
Job Director of Corporate Communications at TeleTech
Industry Financial Services
Experience
TeleTech  July 2014 - Present
First Data Corporation  August 2006 - May 2014
Transamerica Investment Management  January 2003 - August 2006
Berger Financial Group   April 2001 - October 2002
Weber Shandwick  August 2000 - April 2001
INVESCO Funds Group  January 1997 - August 2000

Skills
Crisis Communications, Internal Communications, Corporate Communications, Communication Training, Press Releases, Message Development, Strategic Communications, Media Relations, Marketing Communications, Blogging, Public Relations, Newsletters, Social Media, Crisis Management, Integrated Marketing, Speech Writing, Copywriting, Editing, Web Content, Reputation Management, Event Planning, Content Development, Email Marketing, Brand Development, Social Networking, Content Management, Social Media Marketing, B2B Marketing, Publicity, Copy Editing, Thought Leadership, Messaging, Advertising, Corporate Branding, Content Strategy, Event Management, Digital Marketing, Web Content Management, Journalism, Online Marketing, Proofreading, Facebook, Community Development

Education
Colorado State University
M.S., Technical Communication

University at Buffalo
B.A., Media Study

Jack Swift Jack Swift Greater Denver Area Details
Jack Swift's Berger Financial Group Experience 1998 - 2002
Job Managing Director, Global Head of Sales and Marketing at Northern Lights Capital Group and Treasury Group Limited
Industry Financial Services
Experience
Northern Lights Capital Group and Treasury Group Limited   May 2010 - Present
Echelon Capital Group   September 2007 - May 2010
Janus Capital Group  2002 - 2007
Berger Financial Group   1998 - 2002
US Army  1995 - 2000

Skills
Asset Management, Strategic Planning, Leadership Development, New Business Development, Sales Management, Business Strategy, Private Equity, Business Planning, Marketing Strategy, Series 7, Alternative Investments, Investment Management, Institutional Investors, Institutional Sales, Asset Managment, Investments, Hedge Funds, Leadership, Portfolio Management, Risk Management, Mergers & Acquisitions, Mutual Funds, Management, Asset Allocation, Equities

Education
United States Military Academy at West Point   1991 — 1995
BS, Engineering

University of Pennsylvania - The Wharton School   2004 — 2004
Marketing and Investment Management Program

Jason Hensley Jason Hensley Greater Denver Area Details
Jason Hensley's Berger Financial Group Experience May 2000 - April 2003
Job Operations Manager at Granite Companies
Industry Financial Services
Experience
Granite Companies   September 2004 - Present
Berger Financial Group   May 2000 - April 2003

Skills
Project Management, Troubleshooting, Strategic Planning, Risk Mitigation, Project Finance, Logistics, Construction Management, Construction Loans, P&L Management, Operations Management, Project Planning, Change Management, Construction, Budgets, Vendor Management, Risk Management, Management, Customer Service, Microsoft Office, Team Building, Negotiation, Real Estate, Residential Homes, Loans, Finance

Education
Colorado State University   1994 — 1999
Business Administration and Management, General

Colorado State University   1994 — 1999
Business Administration and Management, General

Jeff Metz Jeff Metz Greater Denver Area Details
Jeff Metz's Berger Financial Group Experience July 2001 - June 2003
Job Experienced Business Intelligence Analyst and Data Analyst currently seeking new opportunities
Industry Information Technology and Services
Experience
TEKsystems  August 2014 - Present
Charles Schwab  June 2012 - March 2014
Matrix Financial Solutions  January 2007 - June 2012
CoBank  July 2003 - December 2006
Berger Financial Group   July 2001 - June 2003
TEKsystems  September 1998 - June 2001

Skills
SDLC, Business Requirements, Business Analysis, Integration, Tableau, Report Development, Omniture Analytics, Business Intelligence, ETL, SharePoint, Business Process, Microsoft SQL Server, Data Transformation, Project Management, Software Project..., Crystal Reports, SQL, SQL Server 2000-2008, Stored Procedures, Databases, Analysis, Data Analysis, Requirements Gathering, Requirements Analysis, XML, CRM, Systems Analysis, Vendor Management, Process Improvement, User Acceptance Testing, Software Documentation, T-SQL, Visio, Data Warehousing, Software Development

Education
Regis University   2000 — 2004
Bachelor of Science, Computer Infomation Systems

Colorado State University   1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems

Green Mountain High School

Derek Zachmann Derek Zachmann Greater Denver Area Details
Derek Zachmann's Berger Financial Group Experience September 2001 - October 2002
Job Strategic Accounts Sales Manager at AssetMark
Industry Financial Services
Experience
AssetMark  July 2015 - Present
Four26 Partners LLC   January 2013 - Present
Curian Capital  November 2002 - December 2012
Berger Financial Group   September 2001 - October 2002
Charles Schwab  March 2000 - June 2001

Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups

Education
University of Colorado Denver
Master of Business Administration (M.B.A.)

Metropolitan State College of Denver
Bachelor of Science (B.S.), Management

David Lucier David Lucier Greater Boston Area Details
David Lucier's Berger Financial Group Experience 1998 - 2002
Job VP, Head of Advisor Relationship Management at Janus
Industry Investment Management
Experience
Janus Capital Group  2002 - 2012
Berger Financial Group   1998 - 2002
Charles Schwab  1995 - 1998
Smith Barney  1994 - 1995
The Ritz-Carlton Hotel Company  1989 - 1994

Skills
Mutual Funds, Asset Management, Series 7, Investments, Alternative Investments, Asset Allocation, Series 63, Equities, Wealth Management, Fixed Income, ETFs, CEF, Offshore Investments, Institutional Sales, RIAs, Broker-Dealer, National Accounts, Home Offices, Series 24, Separately Managed..., UMA, Insurance, Insurance Brokerage, Family Office

Education
University of Massachusetts, Amherst   1984 — 1988
Bachelor of Science, Political Science

Williston-Northampton School   1980 — 1984
High School

David Kania David Kania Greater New York City Area Details
David Kania's Berger Financial Group Experience February 1998 - October 2002
Job Vice President, Retirement & Subadvisory Services at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments  April 2010 - Present
American Beacon Advisors, Inc.   April 2009 - April 2010
Transamerica Investment Management  July 2004 - October 2008
Berger Financial Group   February 1998 - October 2002

Skills
Series 63, Mutual Funds, Wealth Management, Asset Managment, Retirement, Retirement Planning, Asset Management, Financial Services, Investments, Investment Management, Securities, Asset Allocation, Series 7, Sales, Investment Strategies, 401k, Investment Advisory

Education
Rensselaer Polytechnic Institute at Hartford   1989 — 1993
MBA

Boston College   1984 — 1988
BA, Economics

Chris Hiebert Chris Hiebert Kansas City, Missouri Area Details
Chris Hiebert's Berger Financial Group Experience March 2001 - December 2002
Job Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Fresh Start Group, LLC   2012 - Present
Keller Williams Realty, Inc.   2012 - Present
DST Systems  December 2003 - December 2011
Berger Financial Group   March 2001 - December 2002
Charles Schwab  November 2000 - March 2001
DST Systems  March 1998 - November 2000

Skills
Financial Services, Mutual Funds, Business Analysis, Real Estate, Investment Properties, Sales, Reality, Buyer Representation, Short Sales, Customer Service, First Time Home Buyers, First Time Home Sellers, Process Improvement, Project Management, Requirements Analysis, Business Process..., Requirements Gathering, Strategic Planning, Team Building, Visio, Sellers, Real Estate Transactions, Investments, Property, Residential Homes, Buyers, Negotiation, Entrepreneurship, Training, Strategy, Finance, Management, Foreclosures, Investors, FHA, Relocation, HUD, REO, Referrals, Brokerage, Real Property, Single Family Homes

Education
University of Missouri-Kansas City   1997 — 1997
BA, Psychology

University of Nebraska-Lincoln   1996 — 1996
Psychology

University of Kansas   1995 — 1996
Psychology

University of Missouri-Kansas City   1994 — 1994
Bachelor of Arts (BA), Psychology

Missouri State University   1991 — 1994

David Konrad David Konrad Charlotte, North Carolina Area Details
David Konrad's Berger Financial Group Experience August 2000 - November 2002
Job Learning & Development Consultant at Wells Fargo
Industry E-Learning
Experience
Wells Fargo  April 2012 - Present
Wells Fargo  October 2011 - April 2012
FairPoint Communications  February 2011 - September 2011
Compass Group North America  February 2008 - January 2011
Pulte Homes/Pulte Mortgage   February 2004 - October 2007
Berger Financial Group   August 2000 - November 2002
Janus Funds  May 1999 - August 2000

Skills
Coaching Staff, Instructional Design, Technical Writing, Technical Training, SharePoint, Large Group Facilitation, Software Training, Training & Development, E-learning Development, Needs Analysis, Supervising Staff, Blended Learning, Distance Learning, RoboHelp, Captivate, Articulate, Lectora, Camtasia, Learning Management, Adobe Acrobat, SnagIt, HTML + CSS, Dreamweaver, Microsoft Office, ADDIE, SCORM, AICC, WBT, Information Mapping, Online Help Development, Adobe Creative Suite, Curriculum Development, Curriculum Design, Content Development, Adult Education, Web Design, PowerPoint, Educational Technology, Instructional Technology, Instructor-led Training, Flash

Education
Metropolitan State University of Denver   1986 — 1988
BA, English Education

Belleville Township HS East   1978 — 1982
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jenny Brookfield Jenny Brookfield Greater Denver Area Details
Jenny Brookfield's Berger Financial Group Experience November 1999 - April 2003
Job Vice President, Director of Marketing at 361 Capital
Industry Financial Services
Experience
361 Capital  January 2012 - Present
ICON Advisers  October 2004 - December 2011
Berger Financial Group   November 1999 - April 2003
Janus Capital Group  April 1998 - November 1999
OppenheimerFunds  August 1997 - April 1998

Education
University of Louisville   1990 — 1994
BA, Communication

Rebecca Anne Rebecca Anne Greater Denver Area Details
Rebecca Anne's Berger Financial Group Experience March 2001 - April 2003
Job Virtual Assistant
Industry Online Media
Experience
Rebecca VA   October 2012 - Present
Love146 Denver Taskforce   2009 - 2013
Six Apart  December 2005 - March 2006
Berger Financial Group   March 2001 - April 2003
Janus Capital Group  May 2000 - February 2001

Skills
Art, Blogging, CSS, WordPress, Training, Research, Technical Support, Web Design, Social Networking, Adobe Creative Suite, Graphic Design, Social Media, Photoshop, Photography, Digital Photography, HTML, MovableType, Blogger, Typepad, Tumblr, Paypal Integration, E-junkie, MailChimp, Animoto, Dropbox, Google Apps, Facebook, Twitter, Pinterest, Editing

Education
University of Colorado Denver   2007 — 2009
Bachelors, Art History

Arapahoe Community College   2004 — 2007
Associate of Arts, Art History