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Blaine Micah Conklin
Direttore degli Investimenti presso Berger Financial Group, Inc.
Profilo
Mr. Blaine M.
Conklin, CFA, is a Chief Investment Officer at Berger Financial Group, Inc. He works closely with all members of the Investment Department, researching, analyzing and managing the proprietary client portfolios.
Prior to joining BFG, he was a valued member and Portfolio Manager of Wade Financial Group's Investment Management team.
He holds a BA in Financial Economics and a minor in Computer Science from Gustavus Adolphus College.
Posizioni attive di Blaine Micah Conklin
Società | Posizione | Inizio |
---|---|---|
Berger Financial Group, Inc.
![]() Berger Financial Group, Inc. Investment ManagersFinance Berger Financial Group, Inc. (Berger Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plymouth, Minnesota. The firm was founded in 2016 and is principally owned by the Berger Financial Group Employee Stock Ownership Plan Trust in addition to certain employees having minority ownership. Berger Financial provides financial and retirement planning, wealth management, income tax planning, succession planning and robo-based investment solutions to individuals, high net-worth individuals and families, trusts, estates, businesses, and retirement plans. | Direttore degli Investimenti | - |
Precedenti posizioni note di Blaine Micah Conklin
Società | Posizione | Fine |
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Wade Financial Group, Inc.
![]() Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Analyst-Equity | - |
Formazione di Blaine Micah Conklin
Gustavus Adolphus College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Wade Financial Group, Inc.
![]() Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
Berger Financial Group, Inc.
![]() Berger Financial Group, Inc. Investment ManagersFinance Berger Financial Group, Inc. (Berger Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plymouth, Minnesota. The firm was founded in 2016 and is principally owned by the Berger Financial Group Employee Stock Ownership Plan Trust in addition to certain employees having minority ownership. Berger Financial provides financial and retirement planning, wealth management, income tax planning, succession planning and robo-based investment solutions to individuals, high net-worth individuals and families, trusts, estates, businesses, and retirement plans. | Finance |
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