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Blaine Conklin
Chief Investment Officer at Berger Financial Group, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Berger Financial Group, Inc | Chief Investment Officer | Jul 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 Investments | Registered Associate | Jul 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)
| Name | Role | Location |
|---|---|---|
| Paraplanner and Trader | Minneapolis, MN , United States | |
| Portfolio Analyst | Saint Paul, MN , United States | |
S Stacey Messick | Stock Trader | Saint Joseph, MN , United States |
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