Lisa Greely
Lisa Greely is a registered investment advisor at Berger Financial Group, based in Bloomington, MN, with 26 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,800 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range from 0.25% to 2.25% annually and are determined on a case-by-case basis depending on asset complexity, anticipated assets, portfolio style, and other factors.
Fee Estimator
Location
8120 Penn Ave S, Suite #250, Bloomington, MN, 55431
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2012Customer Dispute
February 2011Customer Dispute
October 2009Customer Dispute
July 2009Other Business Activities
Lisa is a notary public since 2011, dedicating minimal time to this activity. She also owns A&G Tax Services, LLC, a tax preparation business, since 1993, taking about a quarter of her time.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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