Best Investors Account Sign in
Inactive

Ted Jacob Hefty

Berger Financial Group

New Prague , MN

Michael Traxler Wealth Management, LLC

New Prague, MN

CRD 7728132

Claim This Profile
Employer firm

Berger Financial Group CRD 308174

$2.95B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Berger Financial Group

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-08-14
TX RA APPROVED 2026-08-14
  • MN RA
    APPROVED
    Since 2026-08-14
  • TX RA
    APPROVED
    Since 2026-08-14

Branch Locations

222 Main St East, New Prague , MN 56071 • United States

Michael Traxler Wealth Management, Llc

222 Main St. E., New Prague, MN 56071 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-17
MN RA APPROVED 2023-04-18
  • TX RA
    APPROVED
    Since 2025-01-17
  • MN RA
    APPROVED
    Since 2023-04-18

Branch Locations

222 Main St. E., New Prague, MN 56071 • 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
Michael Traxler Wealth Management, Llc New Prague MN 04/2023 Present
Michael Traxler Wealth Management, Llc New Prague MN 05/2022 Present
Seagate Edina MN 06/2018 05/2022
Safe Management Minneapolis MN 01/2018 03/2018
American Income Life Roseville MN 11/2017 12/2017
Walmart Lakeville MN 05/2005 06/2018
Berger Financial Group Plymouth MN 07/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-03
  • S65 Uniform Investment Adviser Law Examination
    2023-04-03

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

SHANNON JAMES BRUSSEAU
Nathan James Brusseau
MICHAEL P. TRAXLER

Nearby Offices

OSAIC WEALTH, INC. · NEW PRAGUE, MN
EDWARD JONES · NEW PRAGUE, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · New Prague, MN

More in New Prague, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor