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Secretary & Treasurer · Berger Financial Group

April T. Bortscheller

CRD 5276363 · Named on Form ADV at one SEC-registered adviser

At a glance

Berger Financial Group, an SEC-registered wealth manager based in Plymouth, MN with $2.9 billion in regulatory assets, lists April T. Bortscheller on its Form ADV as Secretary & Treasurer, a control person.

Firms and roles

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April’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For April’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.