Lisa Cherie Greely

Current Employers

Berger Financial Group

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-04-11
MN	RA	APPROVED	2021-04-09

TX RA
APPROVED_RES

Since 2024-04-11
MN RA
APPROVED

Since 2021-04-09

Branch Locations

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

8120 Penn Ave S Suite #250, Bloomington, MN 55431 • United States

Disclosures

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.

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

Employment History

Organization	City	State	From	To
A&G Tax Service, Llc	Bloomington	MN	10/1993	Present
Independent Financial Group	Bloomington	MN	02/2011	02/2021
Purshe Kaplan Sterling Investments	Albany	NY	02/2021	05/2023
Berger Financial Group	Plymouth	MN	02/2021	Present

10/1993 → Present

A&G Tax Service, Llc

Bloomington, MN
02/2011 → 02/2021

Independent Financial Group

Bloomington, MN
02/2021 → 05/2023

Purshe Kaplan Sterling Investments

Albany, NY
02/2021 → Present

Berger Financial Group

Plymouth, MN

Previous Registrations

2015-03-12 → 2021-02-08

Independent Financial Group, Llc

San Diego, CA

Bloomington, MN

Other Businesses

1) 1. Notary Public 2. Investment related 3. 8120 Penn Ave S, Suite 250, Bloomington, MN 55431 4. Notary Services 5. Notary Public 6. 10/2011 7. 1 hr/mo 8. 0 hrs during trading 2) 1. A&G Tax Services, LLC 2. Investment related 3. 8120 Penn Ave S, Suite 250, Bloomington, MN 55431 4. Tax Preparation 5. Owner 6. 10/1993 7. 45 hrs/mo 8. 35 hrs during trading 9. Tax preparation, filing of annual returns

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-11-11

S63 Uniform Securities Agent State Law Examination

1999-11-11

Other Names

Lisa Cherie Amiot

View on SEC IAPD