Zach Shelby
Investment adviser representative at Berger Financial Group
18 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
18 years in the industry.
- Berger Financial GroupJun 2024 to now
- 3 Rivers Financial LLCJun 2023 to May 2024
- Outdoor Appeals LLCJun 2020 to Aug 2022
- Bill's SuperetteApr 2019 to May 2024
- Green Thumb Jr.Jun 2017 to Aug 2022
- SchoolSep 2008 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8104794
- Firm CRD
- 308174