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Todd Ernst

Investment adviser representative at Berger Financial Group
34 yearsExperience
2 statesRegistered in
$2.9BFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

34 years in the industry.

  1. Berger Financial GroupDec 2025 to now
  2. Quorum Consulting, LLCOct 2019 to now
  3. Ernst Tax & Financial ServicesJan 1992 to now
  4. Cetera Investment Advisers LLCNov 2021 to Dec 2025
  5. Cetera Financial Specialists LLCAug 2021 to Dec 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, MN).

Berger Financial Group

Legal name: Berger Financial Group, LLC

$2.9BAssets managed
3,800Clients
51Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5574918
Firm CRD
308174
Advisor's SEC record (opens in a new tab)
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