Unclaimed
Angela Erickson is a financial advisor at Berger Financial Group. Angela has been in the financial industry since 2004 and has a strong track record of helping individuals and families reach their financial goals. Angela holds the Series 7, Series 66 and SIE licenses. She has been with Berger Financial Group since 2020 and is committed to providing her clients with personalized financial advice. Angela is a Certified Financial Planner and offers a range of financial services, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
01/07/2021 - Present
Berger Financial Group (PLYMOUTH MN)
MN
07/08/2004 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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