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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
| VT | RA | APPROVED | 2022-02-11 |
Branch Locations
110 Kimball Avenue Suite 240, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Leaf Financial | Williston | VT | 05/2016 | 12/2018 |
| Copper Leaf Financial, Llc | Williston | VT | 12/2018 | 02/2021 |
| M.KRaus & Company | Shelburne | VT | 03/2021 | 01/2022 |
| Berger Financial Group | Plymouth | MN | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-17 |
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