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William Brian Wixon

Berger Financial Group

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About William Brian Wixon

William Wixon is a financial advisor with Berger Financial Group. William has been in the financial services industry for over 30 years, and is a Certified Financial Planner and Chartered Financial Consultant. He is also the President and Owner of Wixon Financial Insurance Agency. William specializes in providing financial planning and portfolio management services for individuals, families, and businesses. William is committed to helping his clients achieve their financial goals.

Firm Information

William Wixon 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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William Wixon’s Registration & Firm History

MN

11/13/2024 - Present

Berger Financial Group (PLYMOUTH MN)

MN

10/12/1992 - 10/06/2017

GARDNER FINANCIAL SERVICES, INC. (MAPLE GROVE MN)

FL

09/06/1989 - 10/16/1992

INVESTACORP, INC. (MIAMI FL)

NA

04/18/1989 - 07/18/1989

B.C. CHRISTOPHER SECURITIES CO.

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Licenses & Designations

IA

Issued 12/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Brian Wixon.
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