Kristi
Sanz
Berger Financial Group
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About this Advisor
Kristi Sanz is a financial advisor based in Minneapolis, Minnesota, working with Berger Financial Group. Kristi has previously held positions at Cambridge Investment Research Advisors, Inc, Berger Financial Group, Cambridge Investment Research, Inc, and Purshe Kaplan Sterling Investments. Kristi has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Kristi is part of Berger Financial Group, which operates out of Minneapolis, Minnesota. The firm has 9 offices and 64 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Berger Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,661,051,044
64
7,117
$233,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kristi Sanz Work History
Berger Financial Group
Purshe Kaplan Sterling Investments
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Kristi Sanz 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
Sun City West, AZ
Minneapolis, MN
Springfield, IL
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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