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Kristi Lyn Sanz

Berger Financial Group

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About Kristi Lyn Sanz

Kristi Lyn Sanz is a financial advisor with Berger Financial Group. Kristi is registered with the state of Minnesota and Texas. Kristi has been in the financial industry since October 2007. Prior to joining Berger Financial Group, Kristi was a financial advisor with Purshe Kaplan Sterling Investments and Cambridge Investment Research, Inc. She is a highly experienced advisor, having helped hundreds of individuals and families achieve their financial goals. Kristi specializes in financial planning and portfolio management.

Firm Information

Kristi Sanz 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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Kristi Sanz’s Registration & Firm History

MN

01/08/2021 - Present

Berger Financial Group (PLYMOUTH MN)

MN

11/04/2020 - 10/20/2022

PURSHE KAPLAN STERLING INVESTMENTS (Plymouth MN)

MN

06/12/2014 - 08/26/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)

MN

10/02/2007 - 05/12/2014

AMERIPRISE FINANCIAL SERVICES, INC. (GOLDEN VALLEY MN)

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Licenses & Designations

BOTH

Issued 09/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kristi Lyn Sanz. Review regulatory record here.
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