William Brian Wixon
Investment adviser representative at Berger Financial Group
36 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Berger Financial GroupSep 2024 to now
- Gardner Financial Services, Inc.Oct 1992 to Oct 2017
- Wixon Advisors, IncMay 1990 to Sep 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MN).
Berger Financial Group
Legal name: Berger Financial Group, LLC
$2.9BAssets managed
3,800Clients
51Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1943721
- Firm CRD
- 308174