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Rachel Marie Meyer

Berger Financial Group

Plymouth, MN

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Current Employers
Berger Financial Group

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-12
MN RA APPROVED 2020-12-07
  • TX RA
    APPROVED_RES
    Since 2024-12-12
  • MN RA
    APPROVED
    Since 2020-12-07

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Inc Fairfield IA 09/2014 07/2020
Purshe Kaplan Sterling Investments Albany NY 07/2020 05/2023
Berger Financial Group Plymouth MN 02/2014 Present
  • 09/2014 → 07/2020
    Cambridge Investment Research Inc
    Fairfield, IA
  • 07/2020 → 05/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2014 → Present
    Berger Financial Group
    Plymouth, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-07
S63 Uniform Securities Agent State Law Examination 1997-12-29
  • S65 Uniform Investment Adviser Law Examination
    2020-12-07
  • S63 Uniform Securities Agent State Law Examination
    1997-12-29
Other Names
  • Rachel Marie Mchler
  • Rachel Marie Mechler

View on SEC IAPD

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