Rebecca
Lantzer
Berger Financial Group
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About this Advisor
Rebecca Lantzer is a financial advisor based in Minneapolis, Minnesota with 2 years of industry experience. Lantzer is an employee of Berger Financial Group. Their career trajectory has included roles at Beck Realty Inc, Securities America, Inc, Securities America Advisors, Independent Financial Group LLC, Purshe Kaplan Sterling Investements and Berger Financial Group. Lantzer maintains a Series 63 license, designating them as a securities representative, and is registered to serve investors in Minnesota. Berger Financial Group is a registered investment firm operating out of Minneapolis, MN. It has offices in six locations and a total of 60 advisors. It oversees $1 billion in total assets among its 6,706 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 6,706 customer accounts, just 14% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees depend on the type of financial services offered. Fees charged by Berger Financial Group likely consist 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
Rebecca Lantzer Work History
Rebecca has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investements
Berger Financial Group
Beck Realty Inc
Independent Financial Group LLC
Securities America, Inc
Securities America Advisors
*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 Rebecca Lantzer 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
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