Berger Financial Group

Investment Advisor
in South Burlington, VT

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About this Advisor

Amy Fracaro-Choate is a financial advisor who works out of South Burlington, Vermont who has 3 years of relevant experience. Fracaro-Choate is on the advisory team at Berger Financial Group. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Purshe Kaplan Sterling Investments, Inc and Berger Financial Group, Inc Dba Bell Wealth Management. Fracaro-Choate holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Vermont. Berger Financial Group is a registered investment firm operating out of Minneapolis, MN. The company has offices in six locations and a total of 60 employees. It manages $1 billion in total assets between its 6,706 accounts, placing it among the largest firms in the United States by assets under management. Of its 6,706 client accounts, just 14% belong to high-net-worth individuals who have more than $1 million in investable assets. Berger Financial Group provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on the services provided. Fee types charged by Berger Financial Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

110 Kimball Avenue Suite 240
South Burlington, VT 05403

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Berger Financial Group Brokerage Details

Total Assets Under Management


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


VT Average: 157
Total Number of Accounts


VT Average: 8,262
Average Account Size


VT Average: $640,173

Investment Advisory Services

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

Amy Fracaro-Choate Work History

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

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2020 - Present (4 years)

Berger Financial Group, Inc Dba Bell Wealth Management

2010 - 2020 (10 years)

Cambridge Investment Research, Inc

2010 - 2020 (10 years)

Cambridge Investment Research Advisors, 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.


Please visit the SEC profile of Amy Fracaro-Choate 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
Seth Wagner
Minneapolis, MN
Rachel Meyer
Minneapolis, MN
Lucas Auger
Minneapolis, MN
Christine Thomas
Minneapolis, MN
Tyler Howard
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

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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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