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Eric Kautzman

Berger Financial Group
15 Years of Experience
Plymouth, MN
Sells Insurance
View SEC Summary
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Eric Kautzman is a registered investment advisor at Berger Financial Group, based in Plymouth, MN, with 15 years of industry experience. Eric 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.

Berger Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
3,800 clients
Average Client Portfolio
$776K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1695 State Hwy 169 N, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is an administrator for the Russell B Hagen Foundation since 2012. He also works outside insurance as a broker for health insurance and sells fixed insurance, fixed life, fixed annuities, disability insurance (DI), and long-term care insurance (LTC).

Employment History
Current Registrations
Berger Financial Group
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Visionpoint Advisory Group
April 2021 - July 2022 · 1 yr 3 mos
Principal Securities, INC.
January 2014 - April 2021 · 7 yrs 3 mos
Principal Securities, INC.Broker
May 2011 - April 2021 · 9 yrs 11 mos
State Registrations2 states
MNTX
Advisor

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
No exam information available for this advisor.
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