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Rebecca White Fetterman

Berger Financial Group

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About Rebecca White Fetterman

Rebecca White Fetterman is a Certified Financial Planner™ with Berger Financial Group and is registered to provide investment advisory services in Vermont and Texas. Rebecca has worked in the financial services industry for over 10 years and is committed to helping her clients achieve their financial goals. Her expertise includes financial planning, portfolio management, and educational seminars. Rebecca is a member of the National Association of Personal Financial Advisors (NAPFA).

Firm Information

Rebecca Fetterman 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 Fetterman’s Registration & Firm History

MN

02/11/2022 - Present

Berger Financial Group (PLYMOUTH MN)

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Licenses & Designations

IA

Issued 04/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca White Fetterman.
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