Lucas Charles Auger
Investment adviser representative at Berger Financial Group
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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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
5 years in the industry.
- Berger Financial Group, Inc.Aug 2019 to now
- Cambridge Investment Research Advisors, Inc.Jan 2020 to Jul 2020
- Cambridge Investment Research, Inc.Aug 2019 to Jul 2020
- Nylife Securities LLCJun 2017 to Aug 2019
- New York Life Insurance Co.Dec 2016 to Aug 2019
- Red SquareAug 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6733391
- Firm CRD
- 308174