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Angela Marie Erickson

Berger Financial Group

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About Angela Marie Erickson

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.

Firm Information

Angela Erickson is currently registered with Berger Financial Group. Berger Financial Group is a financial advisory firm headquartered in Plymouth, Minnesota. The firm has 7 licensed agents, 35 investment adviser representatives, and 52 individuals involved in investment advisory functions. Berger Financial Group manages approximately $1.66 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They provide financial planning, educational seminars, and portfolio management services.
Berger Financial Group

1695 STATE HWY 169

PLYMOUTH, MN 55441

$1.66B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Erickson’s Registration & Firm History

MN

01/07/2021 - Present

Berger Financial Group (PLYMOUTH MN)

MN

07/08/2004 - 12/31/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Marie Erickson.
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