Adam Schoepke

Adam Schoepke is a Paraplanner and Trader at Berger Financial Group, Inc., based in Minneapolis, MN. In his current role, he supports the firm’s comprehensive wealth management and financial planning operations, assisting with portfolio management, trade execution, and tax-efficient investment strategies for a diverse client base. Berger Financial Group specializes in integrating financial planning, asset management, and tax services, focusing on investments in stocks, bonds, mutual funds, ETFs, and options, tailored to individual and family wealth needs.

Adam’s career spans roles as a Paraplanner and Trader since late 2022. Prior to this, he served as a Financial Services Assistant at Berger Financial Group, gaining direct experience in client service and operations. He also interned at Baker Tilly US as a Manufacturing and Distribution Audit Intern, which provided additional analytical depth and understanding of financial processes within the audit and advisory sector.

Adam holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Eau Claire. His expertise includes financial planning, portfolio management, and the application of tax-efficient strategies in investment management. While early in his career, Adam contributes to Berger Financial Group’s reputation for client-centric, collaborative financial solutions across equities, fixed income, and combined sector-focused allocations for retail and high-net-worth investors.