What is Berger Financial Group, Inc's NAICS code?

Berger Financial Group, Inc's NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Momentum Berger Financial Group has a track record of strategic acquisitions, including the 2024 purchase of Rga Advisors, signaling potential cross-sell integration opportunities and expanded AUM capabilities for wealth management services.

Strategic Investment Recent investments by Investcorp in 2026 indicate credibility and potential for scaled capacity, presenting a pathway to co-marketing, co-investment products, or advisory partnerships that can broaden client reach.

RIA Independence The launch of Berger’s own Registered Investment Advisor (RIA) in 2020 demonstrates a move toward in-house custody and product control, suggesting opportunities to offer technology, custodial integrations, or back-office solutions to support growth.

Growth Recognition Consistent Fast 50 recognition and rapid growth in the Twin Cities market imply strong demand and a expanding advisor network, making it a favorable target for practice management tools, succession planning services, and scalable compliance solutions.

Tech Enablement A diverse tech stack including Rippling, Adobe, PHP and WordPress points to openness to modernization and digital marketing efficiency, presenting upsell opportunities for integration engineering, cyber and data security, or workflow automation services.

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Berger Financial Group, Inc Tech Stack

Berger Financial Group, Inc uses 8 technology products and services including QuickBooks, Drupal, WordPress, and more. Explore Berger Financial Group, Inc's tech stack below.

QuickBooks
Accounting And Finance
Drupal
Content Management System
WordPress
Content Management System
Salesforce
Customer Relationship Management
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service
Adobe Creative Suite
Visualisation Software

Media & News

Berger Financial Group, Inc's Email Address Formats

Berger Financial Group, Inc uses at least 7 email formats:

Berger Financial Group, Inc Email Formats	Example	Percentage
First@bergerfinancial.com	John@bergerfinancial.com	85%
FLast@bergerfinancial.com	JDoe@bergerfinancial.com	8%
Last@bergerfinancial.com	Doe@bergerfinancial.com	7%
First@bergerfinancialgroup.com	John@bergerfinancialgroup.com	70%
FLast@bergerfinancialgroup.com	JDoe@bergerfinancialgroup.com	20%
Last@bergerfinancialgroup.com	Doe@bergerfinancialgroup.com	8%
FirstL@bergerfinancialgroup.com	JohnD@bergerfinancialgroup.com	2%

Frequently Asked Questions

What is Berger Financial Group, Inc's phone number?

You can contact Berger Financial Group, Inc's main corporate office by phone at

+1-763-746-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Berger Financial Group, Inc's official website and social media links?

Berger Financial Group, Inc's official website is bergerfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Berger Financial Group, Inc generate?

As of September 2026, Berger Financial Group, Inc's annual revenue is estimated to be $50M - $100M.

What is Berger Financial Group, Inc's SIC code and NAICS code?

Berger Financial Group, Inc's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Berger Financial Group, Inc have currently?

As of September 2026, Berger Financial Group, Inc has approximately 65 employees across 2 continents, including North America and Europe. Key team members include Chief Strategy Officer: A. R., Owner: D. M. and Partner: R. B. Explore Berger Financial Group, Inc's employee directory with LeadIQ.

What industry does Berger Financial Group, Inc belong to?

Berger Financial Group, Inc operates in the Financial Services industry.

What technology does Berger Financial Group, Inc use?

Berger Financial Group, Inc's tech stack includes QuickBooks, Drupal, WordPress, Salesforce, Microsoft 365, Google Cloud, WP Engine and Adobe Creative Suite.

What is Berger Financial Group, Inc's email format?

Berger Financial Group, Inc's email format typically follows the pattern of First@bergerfinancial.com. Find more Berger Financial Group, Inc email formats with LeadIQ.

When was Berger Financial Group, Inc founded?

Berger Financial Group, Inc was founded in 1981.

Berger Financial Group, Inc

Q: How many employees does Berger Financial Group, Inc have currently?

Berger Financial Group, Inc has approximately 65 employees.

Q: What technology does Berger Financial Group, Inc use?

Berger Financial Group, Inc's tech stack includes Priority Hints, Awesomplete, imagesLoaded, Gravity Forms, Network Solutions.

Financial ServicesMinnesota, United States51-200 Employees

Berger Financial Group, Inc. is a mid-sized financial services firm based in Plymouth, Minnesota, offering wealth management supported by a team of experienced financial planners and CPAs. Through a collaborative, multi-year planning approach, the firm develops and implements comprehensive financial and tax strategies for its clients and partner advisors.

The company prioritizes in-house investment strategies that aim to be cost- and tax-efficient, with risk reduction as a guiding principle. It collaborates with independent financial advisors across the country to provide succession planning and sustained client service. In February 2024, Berger Financial Group announced the acquisition of Robert Gordon & Associates, Inc., expanding its investment management and strategic wealth planning capabilities.