Kim H. Lillehaug
Professional summary
Kim Harold Lillehaug, CFP®, who also goes by Kim Lillehaug, Kim Harold Lillehaugwyffels, is a registered financial advisor currently at BERGER FINANCIAL GROUP located in Monticello, Minnesota.
Kim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kim has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kim Harold Lillehaug's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2020 - Present
BERGER FINANCIAL GROUP
Office #1: 107 Cedar Street, Monticello, MN 55362July 31, 2020 - November 1, 2022
PURSHE KAPLAN STERLING INVESTMENTS
November 13, 2013 - August 26, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
March 16, 2005 - August 26, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
December 2, 2003 - March 18, 2005
MONY SECURITIES CORPORATION
October 7, 1996 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
Primary Firm SEC Registration
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2020)
Exams
Current Firm
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,333 |
| AUM (Assets Under Management) | $ 2,500,753,183 |
Red Flags
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