Sign in

You're signed outSign in or to get full access.

Blaine Conklin

Blaine Conklin

Chief Investment Officer at Berger Financial Group, Inc.

Minneapolis, MN , United States

About

Blaine Conklin, CFA, serves as Chief Investment Officer at Berger Financial Group, Inc. in Minneapolis, MN, where he leads the firm’s Investment Committee and oversees real-time portfolio analysis for clients. In this capacity, he is responsible for developing investment strategies and managing asset allocations tailored to diverse client profiles, ensuring rigorous risk management and performance monitoring across client portfolios.

His expertise spans a broad range of public securities, with specific focus on equities, fixed income, and global multi-asset strategies within the finance and consumer services sectors. Blaine brings a strong background in complex portfolio construction and allocation, leveraging both quantitative and fundamental approaches to respond to market shifts and client objectives.

Prior to joining Berger Financial Group in 2011, Blaine held senior roles at A.G. Edwards, Stifel Nicolaus, and Wells Fargo Investments, gaining experience in retail financial services and investment advisory. He holds a Bachelor of Arts in Financial Economics from Gustavus Adolphus College and is a CFA charterholder, recognized for his commitment to fiduciary standards, investment research, and best-in-class portfolio management.

Career History

OrganizationRoleDate RangeDetails
Berger Financial Group, IncChief Investment OfficerJul 2011 to Present
Leads the firm's Investment Committee overseeing all internal investment portfolios including equity, fixed income, asset allocation and private investments. Serves as a resource for our advisor recru...
Stifel Nicolaus, A.G. Edwards, Wells Fargo InvestmentsRegistered AssociateJul 2002 to Jul 2011
Worked with multiple top performing registered representatives to service and grow their client books. Assisted in developing investment strategies for clients and in trading equity, fixed income and ...

Education

Gustavus Adolphus College

Bachelor of Arts (B.A.), Financial Economics

1994 1998

Others at Berger Financial Group, Inc. (3)

NameRoleLocation
Adam Schoepke
Adam Schoepke
Paraplanner and TraderMinneapolis, MN , United States
Carter Morrissette
Carter Morrissette
Portfolio AnalystSaint Paul, MN , United States
S
Stacey Messick
Stock TraderSaint Joseph, MN , United States

Similar Fund Managers

NameRoleFundLocation
J
Joe Grundfeldt
Senior Equity TraderNext Century Growth Investors LLCMinneapolis, MN , United States
K
Kaj Doerring
Portfolio Manager, PartnerNext Century Growth Investors LLCChanhassen, MN , United States
L
Laura Cahill
Senior Investment OfficerCahill Financial Advisors Inc.Chicago, IL , United States
Alyssa Blair Wilke
Alyssa Blair Wilke
Portfolio ManagerCompass Capital Management, Inc.Saint Paul, MN , United States
Christopher Kelley
Christopher Kelley
CEO and Senior Portfolio ManagerCompass Capital Management, Inc.Saint Paul, MN , United States