Kristi Lyn Sanz
Investment adviser representative at Berger Financial Group
12 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
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2020 to now
- Berger Financial GroupJul 2020 to now
- Cambridge Investment Research, IncJun 2014 to Jul 2020
- Cambridge Investment Research Advisors, IncMay 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5345222
- Firm CRD
- 308174