Krista Masera
Investment adviser representative at Berger Financial Group
14 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
14 years in the industry.
- Berger Financial GroupDec 2016 to now
- Cambridge Investment Research Advisors, Inc.May 2019 to Jul 2020
- Cambridge Investment Research, IncDec 2016 to Jul 2020
- Angler's Haven ResortJun 2012 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 6739130
- Firm CRD
- 308174