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Carter James Morrissette

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
MN RA APPROVED 2024-10-04
  • MN RA
    APPROVED
    Since 2024-10-04

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
University Of Eau Claire Eau Claire WI 08/2018 06/2022
Maple Grove Public Schools Maple Grove MN 08/2014 06/2018
Boulay Financial Advisors, Llc Eden Prairie MN 06/2022 09/2024
Berger Financial Group Plymouth MN 09/2024 Present
  • 08/2018 → 06/2022
    University Of Eau Claire
    Eau Claire, WI
  • 08/2014 → 06/2018
    Maple Grove Public Schools
    Maple Grove, MN
  • 06/2022 → 09/2024
    Boulay Financial Advisors, Llc
    Eden Prairie, MN
  • 09/2024 → Present
    Berger Financial Group
    Plymouth, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-26
  • S65 Uniform Investment Adviser Law Examination
    2022-10-26
Other Names
  • Carter Morrissette

View on SEC IAPD

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