Jackie
Flahaven
Berger Financial Group
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About this Advisor
Jackie Flahaven is a certified financial planner who works in Minneapolis, Minnesota who has 3 years of relevant experience. Flahaven works at Berger Financial Group. Their career trajectory has included roles at Berger Financial Group, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Flahaven is registered to serve investors in Minnesota. Berger Financial Group is a registered investment company that has its headquarters in Minneapolis, MN. The firm has offices in six locations and a total of 60 people on staff. It administers $1 billion in assets between its 6,706 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 6,706 client accounts, just 14% are held by high-net-worth investors who have at least $1 million in assets available to invest. Berger Financial Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely vary depending on the financial services. However, fee types charged by Berger Financial Group most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,365,502,656
60
6,706
$203,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jackie Flahaven Work History
Jackie has been registered as a financial advisor for 3 years.*
Berger Financial Group
Cambridge Investment Research Advisors, Inc
Berger Financial Group
Cambridge Investment Research, Inc
*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 Jackie Flahaven 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
South Burlington, VT
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
