Blaine Micah Conklin
Chief Investment Officer at Berger Financial Group, Inc.
Profile
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.
Blaine Micah Conklin active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Investment Officer | - |
Former positions of Blaine Micah Conklin
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Blaine Micah Conklin
| Gustavus Adolphus College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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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