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Berger Financial Group Employee Stock Ownership Plan

TrustBerger Financial Group, Inc.

About Berger Financial Group Employee Stock Ownership Plan

Berger Financial Group Employee Stock Ownership Plan is listed as Trust at Berger Financial Group, Inc. in Plymouth, MN. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Berger Financial Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Berger Financial Group Employee Stock Ownership Plan work?

Berger Financial Group Employee Stock Ownership Plan is listed as Trust at Berger Financial Group, Inc. on SEC Form ADV.

How much of Berger Financial Group, Inc. does Berger Financial Group Employee Stock Ownership Plan own?

Form ADV reports a beneficial ownership band of 50-75%.

Berger Financial Group, Inc.

TitleTrust
Ownership50-75%
Control personYes
Since2020