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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Management, Inc | Saint Paul | MN | 10/2008 | 11/2025 |
| Transamerica Investors Securities Corporation | St. Paul | MN | 01/2014 | 11/2025 |
| Berger Financial Group | Plymouth | MN | 12/2025 | Present |
Bought a condo as my first home and now rent it out to another individual- rental unit. Member of the Mendakota Country Club Board of Directors- this is not investment related and has no affiliation to Transamerica. No financial decision making only improving the golf course. Shipt Gorcery Delivery, not investment related and conducting outside of business hours on nights and weekends with less than 10 hours a week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-14 |
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