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Anthony Reynolds

6 Years of Experience
Plymouth, MN

Anthony Reynolds is a registered investment advisor at Berger Financial Group, based in Plymouth, MN, with 6 years of industry experience. Anthony 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 3,684 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,684 clients
Average Client Portfolio
$679K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None

Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.

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Location

1695 State Hwy 169, 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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Employment History
Current Registrations
Berger Financial Group
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2018 - August 2020 · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
January 2018 - August 2020 · 2 yrs 7 mos
Edward Jones
May 2016 - August 2016 · 3 mos
Edward JonesBroker
March 2016 - August 2016 · 5 mos
State Registrations1 state
MN
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.