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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-08 |
| MN | RA | APPROVED | 2020-08-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2014 | 07/2020 |
| Berger Financial Group | Plymouth | MN | 07/2020 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2014 | 07/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2020 | Present |
1) 1. Berger Financial Group, Inc. 2. Investment Related 3. 1695 State Hwy. 169 Plymouth, MN 55441 4. Investment, RIA 5. Financial Advisor 6. 7/31/2020 7. 160-180 hrs/mo 8. 160 hrs during trading 9. Client Meetings, Portfolio Review and recommendations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-17 |
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