Rachel Marie Meyer
Investment adviser representative at Berger Financial Group
9 yearsExperience
2 statesRegistered in
$2.9BFirm assets
6 yearsFirm in business
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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
9 years in the industry.
- Berger Financial GroupFeb 2014 to now
- Purshe Kaplan Sterling InvestmentsJul 2020 to May 2023
- Cambridge Investment Research IncSep 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 2648859
- Firm CRD
- 308174