Rebecca Lynn Lantzer
Investment adviser representative at Berger Financial Group
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Berger Financial GroupJan 2021 to now
- Purshe Kaplan Sterling InvestementsFeb 2021 to May 2023
- Independent Financial Group LLCJul 2013 to Feb 2021
- Beck Realty IncJan 2003 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
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
- 4922010
- Firm CRD
- 308174