Berger Financial Group, Inc

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.com: Place name: : : : Website: : Category: : 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. 4 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, Inc Employees

Employee
Years
Job
Industry
Tim Hassett Tim Hassett Denver, Colorado Details
Tim Hassett's Berger Financial Group, Inc Experience December 1998 - February 2003
Job Sr. V.P. Institutional Client Services at Scout Investments
Industry Investment Management
Experience
Scout Investments  May 2011 - Present
Transamerica Investment Management, LLC  February 2003 - May 2011
Berger Financial Group, Inc   December 1998 - February 2003

Skills
Series 63, Investments, Asset Management, Series 7, Mutual Funds, Asset Allocation

Education
St. Olaf College
Bachelor of Arts (B.A.), Economics; Psychology

University of MN - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General

April Bortscheller April Bortscheller Rogers, Minnesota Details
April Bortscheller's Berger Financial Group, Inc Experience August 2006 - Present
Job CFP ® at Berger Financial Group, Inc.
Industry Financial Services
Experience
Berger Financial Group, Inc   August 2006 - Present
Echo Global Logistics  June 2004 - August 2006

Skills
Series 7, Certified Financial..., Mutual Funds, Microsoft Excel, Management, Retirement Planning, Asset Allocation, Wealth Management

Education
University of Minnesota-Twin Cities   2000 — 2005
Bachelor of Arts (BA), Political Science & Global Studies

Minnesota State University, Mankato   2008 — 2010
Certified Financial Planning

Ryan Kompelien Ryan Kompelien Minneapolis, Minnesota Details
Ryan Kompelien's Berger Financial Group, Inc Experience March 2015 - Present
Job Financial Services Assistant
Industry Financial Services
Experience
Berger Financial Group, Inc   March 2015 - Present
W Minneapolis - The Foshay   March 2014 - March 2015
W Minneapolis - The Foshay   December 2013 - March 2014
Sheraton Duluth Hotel  July 2013 - December 2013
Sheraton Duluth Hotel  April 2011 - July 2013
Brunswick Zone XL  March 2007 - March 2011

Skills
Spanish, Kung Fu, Linguistics, Hotels, Time Management, Customer Service, Front Office, Hospitality, Cashiering, Collaboration, Leadership, Organization, Hospitality Industry, Lightspeed, Galaxy, Property Management..., Protobase, EIP, Communication Skills, Interpersonal Skill, Guest Recovery, Teamwork, Concierge Services, Inventory Management, Microsoft Office, PowerPoint, Rooms Division, Microsoft Excel, Hospitality Management, Hotel Management, Training, Customer Satisfaction, Communication

Education
University of Minnesota-Duluth   2011 — 2013
Bachelor of Arts (BA), Hispanic Studies

Anoka Ramsey Community College   2008 — 2011
Associate's degree, General Studies

Patrick Noll, CPA Patrick Noll, CPA Greater Minneapolis-St. Paul Area Details
Patrick Noll, CPA's Berger Financial Group, Inc Experience August 2014 - Present
Job Tax Advisor at Berger Financial Group, Inc
Industry Accounting
Experience
Berger Financial Group, Inc   August 2014 - Present
Malloy, Montague, Karnowski, Radosevich & Co., P.A.   July 2008 - August 2014

Skills
Auditing, GAAP, Tax Preparation, Tax, Accounting, Financial Reporting, US GAAP, Financial Analysis, Financial Accounting, General Ledger, Account Reconciliation, CPA

Education
St. Cloud State University   2003 — 2008
Accounting

Nikki Mertens Nikki Mertens Greater Denver Area Details
Nikki Mertens's Berger Financial Group, Inc Experience April 1998 - November 2002
Job Marketing Production Coordinator at Globus family of brands
Industry Marketing and Advertising
Experience
Globus family of brands  April 2011 - Present
MoneyGram International  March 2004 - June 2011
Berger Financial Group, Inc   April 1998 - November 2002
American Ski Association   December 1989 - September 1993

Skills
Process Improvement, Process Scheduler, Project Coordination, Project Management

Education
The University of North Dakota   1984 — 1988
BBA, Marketing

Williston High School   1980 — 1984

Sophia Bera, CFP® Sophia Bera, CFP® Greater Minneapolis-St. Paul Area Details
Sophia Bera, CFP®'s Berger Financial Group, Inc Experience July 2007 - January 2010
Job Founder of Gen Y Planning LLC
Industry Financial Services
Experience
Gen Y Planning LLC   May 2013 - Present
LearnVest Planning Services   March 2012 - April 2013
Minnesota State University, Mankato  January 2012 - 2013
Cahill Financial Advisors, Inc.   February 2010 - March 2012
Berger Financial Group, Inc   July 2007 - January 2010

Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Retirement, Personal Finance, Investment Management, 401k, Employee Benefits, Risk Management

Education
Minnesota State University, Mankato   2001 — 2005
B.A., Theatre Performance and Women's Studies

Jake DiSanto Jake DiSanto Greater San Diego Area Details
Jake DiSanto's Berger Financial Group, Inc Experience July 2013 - October 2013
Job Program Financial Analyst for Mental Health Systems
Industry Financial Services
Experience
Mental Health Systems  December 2014 - Present
3M  April 2014 - September 2014
Ecolab  November 2013 - April 2014
Berger Financial Group, Inc   July 2013 - October 2013
Northland's NewsCenter - KBJR 6 and KDLH 3   September 2012 - May 2013
Ecolab Inc  May 2011 - August 2011
Oneida Reality   December 2010 - May 2011
Iron Mountain  May 2009 - September 2010

Skills
Social Media Marketing, Facebook, Leadership, Team Leadership, Advertising, Process Improvement, PowerPoint, Project Management, Data Analysis, Microsoft Excel, MS Project, Access, Online Advertising, Financial Analysis, Digital Photography, Entrepreneurship, WordPress, Social Media, Time Management, Event Planning, Process Engineering, Microsoft Office, Visual Basic, Adobe Creative Suite, Politics, Broadcast Television, Print Ads, Multi-media Marketing..., Twitter, Film Studies, Money Market, Facebook Marketing, Rich Media Banners, Epic Systems, PeopleSoft, HTML, acces, InfoPath, Marketing Communications, Blogging, Salesforce.com, Online Marketing, Photoshop, Dreamweaver, Graphic Design, Web Design, Ad Hoc Reporting, Performance Metrics, Process Management, Product Lifecycle...

Education
University of Minnesota-Duluth   2009 — 2013
Bachelor of Business Administration (BBA), Finance & Marketing, 3.50

Forest Lake Area Senior High School   2006 — 2009
High School Diploma, Honors/Regents High School/Secondary Diploma Program

Keri Rowe Keri Rowe Greater Minneapolis-St. Paul Area Details
Keri Rowe's Berger Financial Group, Inc Experience July 2015 - Present
Job Financial Services Assistant at Berger Financial Group, Inc
Industry Financial Services
Experience
Berger Financial Group, Inc   July 2015 - Present

Skills
Customer Service, Leadership, Microsoft Office, Statistical Data..., Clinical Research, Supply Ordering, Microsoft Excel, Microsoft Access, Microsoft Word, PowerPoint, Outlook, Training

Education
University of Wisconsin-Eau Claire   2005 — 2009
Bachelor of Business Administration, Business Administration, Sociology

Anoka Ramsey Community College   2011 — 2012
Pre-Engineering & Biomedical Devices

University of Limerick   2008 — 2008
Study Abroad Program - Ireland

Jessica Balogh Jessica Balogh Greater Minneapolis-St. Paul Area Details
Jessica Balogh's Berger Financial Group, Inc Experience November 2012 - Present
Job Tax Specialist at Berger Financial Group, Inc., CPA
Industry Accounting
Experience
Berger Financial Group, Inc   November 2012 - Present
PwC  July 2012 - November 2012
PwC  July 2009 - June 2012
PwC  January 2006 - June 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP   January 2005 - November 2005

Education
University of Central Florida   2005 — 2006
Master of Science (M.S.), Taxation

University of Central Florida   2001 — 2005
Bachelor of Science (B.S.), Accounting

Derek Mellott Derek Mellott Greater Minneapolis-St. Paul Area Details
Derek Mellott's Berger Financial Group, Inc Experience January 2015 - April 2015
Job Bilingual Client Support Representative (French/English) at Concur
Industry Information Technology and Services
Experience
Concur  June 2015 - Present
Berger Financial Group, Inc   January 2015 - April 2015
Booth Ventures, LLC   January 2011 - August 2014
PeaceHealth  March 2014 - July 2014
Minneapolis Fourth Judicial District   January 2014 - March 2014
United Theological Seminary of the Twin Cities  September 2012 - May 2013
United Theological Seminary of the Twin Cities  September 2012 - December 2012
Holland Center and Self-Employment   April 2010 - September 2012

Skills
Foreign Languages, Entrepreneurship, Teamwork, Teaching, Fundraising, Acoustic Guitar, Cooking, Editing, Philanthropy, Engaging Public Speaker, Linguistics, French, Public Speaking, Text Editing, Teaching Adults, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Recruiting, Creative Writing, Training, Curriculum Development, E-Learning, Communication, Business Development, Business Planning, Articulate Storyline, Visio, Epic Prelude, Epic Cadence, Philosophy of Religion, Learning Disabilities, Behavioral Intervention, Workflow Diagrams, Problem Solving, Theology, Interfaith Relations, Applied Behavior..., Crisis Intervention, Customer Service, Customer Support, Customer Acquisition, Project Planning, Lecturing, Social Media, Marketing, Ideas Development, Critical Thinking, Intuitiveness

Education
United Theological Seminary of the Twin Cities   2011 — 2016
Master of Arts (M.A.), Religion and Theology

St. Cloud State University   2005 — 2009
Bachelor of Arts (B.A.), French Language and Literature

American Business School of Paris   2006 — 2007
Business

Emmy Nguyen Emmy Nguyen Minneapolis, Minnesota Details
Emmy Nguyen's Berger Financial Group, Inc Experience January 2015 - Present
Job Tax Consultant Assistant at Berger Financial Group, Inc
Industry Financial Services
Experience
Berger Financial Group, Inc   January 2015 - Present
Deloitte Vietnam   July 2013 - September 2013
Target  August 2011 - July 2012
SSCC  October 2010 - June 2011
South Seattle Community College  September 2010 - June 2011

Skills
Customer Service, Data Entry, Goal Oriented, Mac, Oral & Written..., Cpr Certified, Bilingual, UltraTax CS, Laserfiche, Junxure

Education
University of Minnesota-Twin Cities   2012 — 2014
Bachelor's degree, Accounting and Finance

South Seattle Community College   2009 — 2011
Associate's degree, Business Administration and Management, General

Sarah Appel Sarah Appel Saint Paul, Minnesota Details
Sarah Appel's Berger Financial Group, Inc Experience February 2014 - May 2014
Job Marketing Specialist at 10 Missions Media
Industry Marketing and Advertising
Experience
10 Missions Media  June 2015 - September 2015
Summit Investment Advisors   January 2015 - May 2015
Private Family  October 2012 - May 2015
Berger Financial Group, Inc   February 2014 - May 2014
Bethel University  August 2013 - November 2013
Private Family  June 2013 - September 2013
Gently Spoken Communications   October 2009 - May 2010

Skills
Communication, Marketing, Microsoft Office, Editing, Business Writing, Content Management, Social Networking, Organization, Leadership, Creativity, Customer Service, PowerPoint, Entrepreneurship

Education
Bethel University   2011 — 2015
Bachelor of Arts (B.A.), Business Marketing and Entrepreneurship

Joe Peitz Joe Peitz Greater Minneapolis-St. Paul Area Details
Joe Peitz's Berger Financial Group, Inc Experience January 2012 - October 2012
Job Tax Manager at Froehling Anderson
Industry Accounting
Experience
Froehling Anderson  December 2014 - Present
Supervalu  July 2014 - December 2014
KDV  January 2013 - May 2014
Berger Financial Group, Inc   January 2012 - October 2012
Lurie Besikof Lapidus & Company, LLP   December 2003 - January 2012
froehling anderson  1999 - 2004

Skills
Corporate Tax, S Corporations, Tax Research, Tax, Tax Accounting, High Net Worth..., Individual Tax, Income Tax, ProSystem fx Tax, Tax Preparation, Partnership Taxation, Tax Returns, CPA, Fixed Assets, Financial Statements, Accounting

Education
Minnesota State University, Mankato   1993 — 1998
bs, accounting

Todd Schroeder

Jennifer Willey Jennifer Willey Greater Minneapolis-St. Paul Area Details
Jennifer Willey's Berger Financial Group, Inc Experience 2013 - Present
Job Financial Services & Compliance Professional ◆ 15+ Years' Experience
Industry Financial Services
Experience
Berger Financial Group, Inc   2013 - Present
North Star Resource Group  2001 - 2013
American Express Financial Advisors  1999 - 2001
Liberty Mutual Insurance Company  1998 - 1999

Skills
Outlook, Account Management, Series 7, Mutual Funds, Customer Service, Series 63, Financial Services, Microsoft Word, Microsoft Office, Securities, Microsoft Excel, 401k, Fixed Annuities, Social Media, Insurance

Education
University of Northern Iowa   1994 — 1998
Bachelor of Arts (B.A.), Psychology

University of Northern Iowa
Bachelor of Arts (B.A.), Psychology