Unclaimed Profile

Angela Marie Erickson

BERGER FINANCIAL GROUP, INC.·PLYMOUTH, Minnesota

SIE, Series 7, Series 66CFPClean record21 years registeredBERGER FINANCIAL GROUP, INC.

1695 STATE HWY 169, PLYMOUTH, MN 55441CRD# 4801430Firm CRD# 308174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Marie Erickson · PLYMOUTH, MN

Registration

CRD #4801430 · BERGER FINANCIAL GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

BERGER FINANCIAL GROUP

Jul 2020 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Aug 2020

PLYMOUTH, MN

CAMBRIDGE INVESTMENT RESERARCH, INC.

Jan 2005 – Mar 2005

PLYMOUTH, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 3, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERGER FINANCIAL GROUP, INC.

CRD 308174 · SEC 801-118923

AUM

$1.7B

Regulatory assets under management

Employees

7,117 client accounts

Services offered by BERGER FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BERGER FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Angela Marie Erickson offer?

Angela Marie Erickson specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Angela Marie Erickson's credentials?

Angela Marie Erickson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Angela Marie Erickson located?

Angela Marie Erickson is based in PLYMOUTH, Minnesota, working with BERGER FINANCIAL GROUP, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Angela Marie Erickson charge for services?

Angela Marie Erickson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERGER FINANCIAL GROUP, INC.?

BERGER FINANCIAL GROUP, INC. has approximately 64 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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