Springfield, IL Veterans Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,931,572,255
ClientsTotal clients
3,755
AdvisorsAdvisors at this office
3
Of 48 advisors across 10 offices
Location
1201 Veterans Parkway, Suite A
Springfield IL 62704
Advisors at this office
3
Advisors at this office
Morgan P
CFP®, Series 66
Springfield, IL
Berger Financial Group
Morgan Padget is a CFP® with five years of industry experience, currently serving as a financial advisor at Berger Financial Group since 2024. Prior to joining Berger, Padget worked at Robert Gordon & Associates for five years and held positions at JPMorgan Chase Bank, JP Morgan Securities LLC, and Edward Jones. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by its Investment Committee and offers a range of services such as wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.
Nicholas G
CFP®, Series 63
Springfield, IL
Berger Financial Group
Nicholas Gordon is a CFP® with 11 years of industry experience. He is currently with Berger Financial Group and previously worked for Robert Gordon & Associates, Inc. for nine years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies.
Richard S
CFP®, Series 63, Series 65
Springfield, IL
Berger Financial Group
Richard Stone is a CFP® professional with 28 years of experience in the financial industry. He joined Berger Financial Group in 2024 after spending 34 years with Robert Gordon and Associates. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an in-house Investment Committee.
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