Invested Better
Unclaimed

Unclaimed

Unclaimed

Tyson Rudolph Pettitt

Berger Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tyson? Claim Your Profile

About Tyson Rudolph Pettitt

Tyson Rudolph Pettitt is a financial advisor with Berger Financial Group. Tyson has been working in the financial services industry since 2013. Tyson is registered with the state of California, Minnesota and Texas. Tyson has Series 6, 7, 63, and 65 licenses. Tyson holds a SIE certification as well. Tyson has been associated with Berger Financial Group since October of 2018. Previously, Tyson was associated with Purshe Kaplan Sterling Investments. Tyson provides financial planning, portfolio management, and educational seminars.

Firm Information

Tyson Pettitt 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tyson Pettitt’s Registration & Firm History

MN

07/31/2020 - Present

Berger Financial Group (PLYMOUTH MN)

VT

07/31/2020 - 10/20/2022

PURSHE KAPLAN STERLING INVESTMENTS (South Burlington VT)

VT

11/06/2018 - 08/28/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (South Burlington VT)

WI

02/27/2016 - 11/10/2017

INVEST FINANCIAL CORPORATION (APPLETON WI)

WI

02/27/2016 - 11/10/2017

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

CA

02/27/2016 - 11/10/2017

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

WI

02/27/2016 - 11/10/2017

SII INVESTMENTS, INC. (APPLETON WI)

MA

07/15/2009 - 05/10/2011

SIGNATOR INVESTORS, INC. (ANDOVER MA)

Not sure if Tyson Rudolph Pettitt is right for you?

Licenses & Designations

BC

Issued 03/12/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyson Rudolph Pettitt.
Not sure if Tyson Rudolph Pettitt is right for you?