Melissa
Meyer

Berger Financial Group

CRD#4505670
Investment Advisor
in Longboat Key, FL

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About this Advisor

Melissa Meyer is a financial advisor working out of Longboat Key, Florida who has 1 year of relevant experience. Meyer is an advisor for Berger Financial Group. Throughout their career, they have worked at Syngress Media (Contract & Royalties), Dane Holdings Inc (Dba), Ing Financial Partners, Voya Financial Advisors, Berger Financial Group, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Meyer holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Florida. Berger Financial Group is a registered investment business operating out of Minneapolis, MN. The investment advisory business has offices in six locations and a total of 60 financial advisors. It controls $1 billion in assets under management among its 6,706 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 6,706 customer accounts, just 14% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically vary depending on which service is provided. Fees billed by Berger Financial Group most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Longboat Key, FL

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Berger Financial Group Brokerage Details

Total Assets Under Management

$1,365,502,656

FL Average: $5,289,111,388
Total Number of Employees

60

FL Average: 157
Total Number of Accounts

6,706

FL Average: 8,262
Average Account Size

$203,624

FL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Melissa Meyer Work History

Melissa has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Berger Financial Group

2017 - 2021 (4 years)

Cambridge Investment Research Advisors, Inc

2017 - 2021 (4 years)

Cambridge Investment Research, Inc

2014 - 2017 (3 years)

Voya Financial Advisors

2005 - 2014 (9 years)

Ing Financial Partners

1998 - 2021 (23 years)

Syngress Media (Contract & Royalties)

1991 - 2021 (30 years)

Dane Holdings Inc (Dba)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berger Financial Group

Matthew Gibbs
South Burlington, VT
Tyson Pettitt
Minneapolis, MN
Tyler Howard
Minneapolis, MN
Christine Thomas
Minneapolis, MN
Rachel Meyer
Minneapolis, MN
Lucas Auger
Minneapolis, MN
Seth Wagner
Minneapolis, MN
Troy Ray
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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