Ted Jacob Hefty
Investment adviser representative at Berger Financial Group
21 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
21 years in the industry.
- Berger Financial GroupJul 2026 to now
- Michael Traxler Wealth Management, LLCMay 2022 to now
- SeagateJun 2018 to May 2022
- Safe ManagementJan 2018 to Mar 2018
- American Income LifeNov 2017 to Dec 2017
- WalmartMay 2005 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7728132
- Firm CRD
- 308174