ria
Berger Financial Group
PLYMOUTH, MN
CRD: 308174
In PWD coverage since September 17, 2026 · 2 stories
$2.9BRegulatory AUMSEC Form ADV · Oct 3
89EmployeesForm ADV
Regulatory AUM · Sep 19 – Oct 3
PWD coverage
RIA
House hands ESOP fiduciaries a valuation safe harbor, 401-14
Defined valuation standards strip out the litigation risk that has kept founder-led firms from using employee ownership as an exit.