William Brian Wixon

Current Employers

Berger Financial Group

1695 State Hwy 169 N, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-11-13

MN RA
APPROVED

Since 2024-11-13

Branch Locations

1695 State Hwy 169 N, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gardner Financial Services, Inc.	Maple Grove	MN	10/1992	10/2017
Wixon Advisors, Inc	Maple Grove	MN	05/1990	09/2024
Berger Financial Group	Plymouth	MN	09/2024	Present

10/1992 → 10/2017

Gardner Financial Services, Inc.

Maple Grove, MN
05/1990 → 09/2024

Wixon Advisors, Inc

Maple Grove, MN
09/2024 → Present

Berger Financial Group

Plymouth, MN

Previous Registrations

2012-05-09 → 2024-12-31

Wixon Advisors, Inc.

Maple Grove, MN

Other Businesses

PRESIDENT, OWNER WIXON FINANCIAL INSURANCE AGENCY 6439 SYCAMORE COURT NORTH MAPLE GROVE, MN 55369 SINCE 1990. APPROXIMATELY 9 TO 10 HOURS PER MONTH ARE SPENT ON THE NON-INVESTMENT RELATED INSURANCE BUSINESS. THESE HOURS ARE NOT NECESSARILY DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-12-04
S63	Uniform Securities Agent State Law Examination	1989-06-27

S65 Uniform Investment Adviser Law Examination

1998-12-04
S63 Uniform Securities Agent State Law Examination

1989-06-27

Designations

View on SEC IAPD