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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-11-26 |
Branch Locations
1695 State Hwy 169 N, Plymouth, MN 55441 • United States
110 Kimball Ave Suite 240, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berger Financial Group | South Burlington | VT | 06/2025 | Present |
| Gravie Inc | Minneapolis | MN | 06/2023 | 06/2025 |
| Baker Tilly | Minneapolis | MN | 06/2021 | 06/2023 |
| Creighton University | Omaha | NE | 08/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
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