Kim Lillehaug is a CFP-designated registered investment advisor at Berger Financial Group, based in Monticello, MN, with 29 years of industry experience. Kim 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
107 Cedar Street, Monticello, MN, 55362
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
State Registrations1 state
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
More Advisors
- Robert Stark, ChFCEdward Jones
- Troy Bigalke, CFPAmeriprise Financial Services, LLC
- Douglas Prahl, CFP, ChFCEdward Jones
- Michael Gagnon, CFPAmeriprise Financial Services, LLC
- Matthew Feuling, CFPEdward Jones