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Financial Advisors

Adam Bjorklund a Financial Advisor
Adam Bjorklund
Financial Advisor
P: 763-999-5594
E: bjorklund@bergerfinancial.com
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Amy Fracaro-Choate a Financial Advisor
Amy Fracaro-Choate CRC®, CDFA®
Financial Advisor
P: 802-662-1606
E: amy@bergerfinancial.com
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Andrew-Gillund-CPA-MBT​-Dir-of-Tax
Andrew Gillund, CPA, MBT
Director of Tax
P: 7763-999-5603
E: andy@bergerfinancial.com
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Adam Bjorklund a Financial Advisor
Adam Bjorklund
Financial Advisor
P: 763-999-5594
E: bjorklund@bergerfinancial.com
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Amy Fracaro-Choate a Financial Advisor
Amy Fracaro-Choate CRC®, CDFA®
Financial Advisor
P: 802-662-1606
E: amy@bergerfinancial.com
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Andrew Wixon Image
Andrew Wixon, CFP®
Financial Advisor
P: 952-444-6353
E: andrew@bergerfinancial.com
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Angela Erickson - FA
Angela Erickson, CFP®, EA
Financial Advisor
P: 763-999-5588
E: angela@bergerfinancial.com
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April Bortscheller, Chief Operating Officer
April Bortscheller, CFP®
President, Chief Operating Officer
P: 763-999-5575
E: april@bergerfinancial.com
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Bill Wixon Image
Bill Wixon, CFP®, AWMA®, ChFC®, MBA
Financial Advisor
P: 763-557-6080
E: bill@bergerfinancial.com
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Bob Smrekar a Financial Advisor
Bob Smrekar, CFP®, AIF®
Financial Advisor
P: 763-999-5590
E: bob@bergerfinancial.com
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Dale Tondryk - FA
Dale Tondryk
Financial Advisor
P: 952-401-167
E: dale@tondrykfinancial.com
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David Herbeck a Financial Advisor
David Herbeck, ChFC®, CPA/PFS - Retired
Financial Advisor
P: 763-999-5599
E: dave@bergerfinancial.com
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Eric Hansen a Financial Advisor
Eric Hansen, CRPC™
Financial Advisor
P: 763-999-5587
E: ehansen@bergerfinancial.com
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Eric Kautzman Plymouth, MN
Eric Kautzman, RICP®
Financial Advisor
P: 763-999-5601
E: ekautzman@bergerfinancial.com
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Jack Waletich a Tax Advisor
Jack Waletich, CPA/PFS, MAcc, CFP®
Tax & Financial Advisor
P: 763-999-5586
E: jwaletich@bergerfinancial.com
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Kim Lillehaug Plymouth, MN
Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
P: 763-295-0442
E: kim@bergerfinancialgroup.com
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Krista Masera a Servicing Advisor
Krista Masera
Servicing Advisor
P: 763-999-5578
E: krista@bergerfinancial.com
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Kristi Sanz a VP of Practice Development
Kristi Sanz, CRPC™
VP of Practice Development
P: 763-999-5595
E: kristi@bergerfinancial.com
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Financial Advisor, Chairman
Larry Berger, CFP®, CPA/PFS - Retired
Financial Advisor
P: 763-746-2666
E: larry@bergerfinancial.com
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Lisa Greely
Lisa Greely
Financial Advisor
P: 952-888-7509
E: lisa@indfinco.com
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Mark Berger a Principal, CCO
Mark Berger, CFP®, EA
Principal, CCO
P: 763-999-5600
E: mark@bergerfinancial.com
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Matthew Gibbs a Financial Advisors
Matthew Gibbs, CFP®, MBA
Associate Financial Advisor
P: 802-662-1553
E: Mgibbs@bergerfinancial.com
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Melissa Piconi
Melissa Piconi
Financial Advisor
P: 602-726-0032
E: mlatifi@bergerfinancial.com
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Placeholder Image Mike Toay
Mike Toay
Financial Advisor
P: 952-715-6801
E: miketoay@bergerfinancial.com
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Morgan Stone
Morgan Stone Padget, CFP®
Financial Advisor
P: 217-698-4844
E: morgan@bergerfinancial.com
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Nic Gordon Bio
Nic Gordon, MS, CFP®, MPAS™
Financial Advisor
P: 217-535-4949
E: nic@bergerfinancial.com
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All Rights Reserved. Use With Expressed Permission Only
Nick Albert, EA
Tax & Financial Advisor
P: 602-584-9796
E: nalbert@bergerfinancial.com
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Nick Asmus, Chief Executive Officer
Nick Asmus
Chief Executive Officer
P: 763-999-5585
E: nick@bergerfinancial.com
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Paul Klinges a Financial Advisor
Paul Klinges
Financial Advisor
P: 207-775-1151
E: pklinges@bergerfinancial.com
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Rachel-M-Web-Size-UPDATED
Rachel Meyer
Financial Advisor
P: 763-999-5607
E: rachel@bergerfinancial.com
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Rebecca Lantzer
Rebecca Lantzer
Financial Advisor
P: 952-888-7509
E: rebecca@indfinco.com
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Rebecca Fetterman a Financial Advisor
Rebecca Fetterman, CFP®
Financial Advisor
P: 802-662-0005
E: rfetterman@bergerfinancial.com
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Rik Stone
Rik Stone, CFP®
Regional Director, Financial Advisor
P: 217-698-4844
E: rik@bergerfinancial.com
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Ryan Kompelien a Financial Advisor
Ryan Kompelien, CFP®
Financial Advisor
P: 763-999-5579
E: ryan@bergerfinancial.com
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Steve Klane
Steve Klane, CPA/PFS, MPA
Financial Advisor

E: sklane@bergerfinancial.com
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Seth Wagner a Financial Advisor
Seth Wagner
Financial Advisor
P: 763-999-5581
E: seth@bergerfinancial.com
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Troy Ray a Financial Advisor
Troy Ray
Financial Advisor
P: 602-584-3023
E: troy@bergerfinancial.com
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Berger Financial Group

info@bergerfinancial.com

O: 763-746-2666

F: 763-746-2669

1695 Highway 169 N Plymouth, MN 55441

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