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Rebecca Lynn Lantzer

Berger Financial Group

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About Rebecca Lynn Lantzer

Rebecca Lynn Lantzer is a financial advisor with Berger Financial Group. Rebecca has been in the financial services industry for over 16 years. She is licensed to sell securities in Minnesota. Rebecca also holds the Series 7 and Series 63 licenses as well as the Securities Industry Essentials (SIE) Exam. Rebecca specializes in providing financial planning, portfolio management for individuals, and educational seminars to help clients reach their financial goals. In addition to her work with Berger Financial Group, Rebecca also works as a realtor for Beck Realty, Inc.

Firm Information

Rebecca Lantzer 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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Rebecca Lantzer’s Registration & Firm History

MN

02/22/2021 - Present

Berger Financial Group (PLYMOUTH MN)

MN

02/08/2021 - 10/25/2022

PURSHE KAPLAN STERLING INVESTMENTS (Bloomington MN)

MN

07/31/2013 - 02/08/2021

INDEPENDENT FINANCIAL GROUP, LLC (BLOOMINGTON MN)

MN

02/16/2011 - 08/01/2013

SECURITIES AMERICA, INC. (BLOOMINGTON MN)

MN

01/07/2006 - 02/11/2011

QA3 FINANCIAL CORP. (BURNSVILLE MN)

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Licenses & Designations

BC

Issued 01/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Lynn Lantzer.
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