April T. Bortscheller
Professional summary
April Therease Bortscheller, CFP®, who also goes by April T Cramble, April Therease Cramble, is a registered financial advisor currently at BERGER FINANCIAL GROUP located in Plymouth, Minnesota.
April is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. April has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view April Therease Bortscheller's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
July 31, 2020 - Present
BERGER FINANCIAL GROUP
Office #1: 1695 State Hwy 169, Plymouth, MN 55441May 25, 2016 - August 28, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 19, 2007 - February 21, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
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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