Carter James Morrissette
Investment adviser representative at Berger Financial Group
12 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
12 years in the industry.
- Berger Financial GroupSep 2024 to now
- Boulay Financial Advisors, LLCJun 2022 to Sep 2024
- University of Eau ClaireAug 2018 to Jun 2022
- Maple Grove Public SchoolsAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7516100
- Firm CRD
- 308174