Tyson
Pettitt

Berger Financial Group

CRD#5686595
Investment Advisor
in Minneapolis, MN

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About this Advisor

Tyson Pettitt is a financial advisor who works in Minneapolis, Minnesota with a total of 3 years of relevant experience. Pettitt currently works for Berger Financial Group. Throughout their career, Pettitt has worked at F-Squared Investments, Inc, National Planning Holdings, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Berger Financial Group and Purshe Kaplan Sterling Investments. Pettitt maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Minnesota and Texas. Berger Financial Group is an advisory company headquartered in Minneapolis, MN. The company has offices in six locations and a total of 60 financial advisors. It oversees $1 billion in assets under management across its 6,706 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 6,706 customer accounts, just 14% are held by high-net-worth individuals who have more than $1 million in investable assets. Berger Financial Group offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely are based on which service is provided. However, fee types charged by Berger Financial Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

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

1695 State Hwy 169
Minneapolis, MN 55441

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Berger Financial Group Brokerage Details

Total Assets Under Management

$1,365,502,656

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

60

MN Average: 157
Total Number of Accounts

6,706

MN Average: 8,262
Average Account Size

$203,624

MN Average: $640,173

Investment Advisory Services

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

Tyson Pettitt Work History

Tyson has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2018 - Present (6 years)

Berger Financial Group

2018 - 2020 (2 years)

Cambridge Investment Research, Inc

2018 - 2020 (2 years)

Cambridge Investment Research Advisors, Inc

2015 - 2017 (2 years)

National Planning Holdings

2013 - 2015 (2 years)

F-Squared Investments, 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 Tyson Pettitt 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

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