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Melissa Marie Meyer

Berger Financial Group

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About Melissa Marie Meyer

Melissa Marie Meyer is an Investment Advisor Representative at Berger Financial Group. Melissa has been in the financial services industry for over 20 years. Previously, she worked for Cambridge Investment Research, Inc. and VOYA FINANCIAL ADVISORS, INC. in various roles. Melissa holds Series 7, 24, 63 and 66 securities licenses. Melissa specializes in providing financial planning and portfolio management services to individuals and businesses. She is dedicated to helping her clients achieve their financial goals.

Firm Information

Melissa Meyer 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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Melissa Meyer’s Registration & Firm History

FL

02/04/2022 - Present

Berger Financial Group (Longboat Key FL)

AZ

09/13/2017 - 11/05/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Sun City West AZ)

AZ

09/29/2005 - 09/13/2017

VOYA FINANCIAL ADVISORS, INC. (SUN CITY WEST AZ)

FL

08/09/2002 - 10/06/2005

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 09/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Marie Meyer.
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