Lisa C. Greely
Professional summary
Lisa Cherie Greely, who also goes by Lisa Cherie Amiot, is a registered financial advisor currently at BERGER FINANCIAL GROUP located in Bloomington, Minnesota.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Lisa has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Cherie Greely's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2021 - Present
BERGER FINANCIAL GROUP
Office #1: 8120 Penn Ave S Suite 157, Bloomington, MN 55431February 8, 2021 - October 25, 2022
PURSHE KAPLAN STERLING INVESTMENTS
March 12, 2015 - February 8, 2021
INDEPENDENT FINANCIAL GROUP, LLC
February 12, 2011 - February 8, 2021
INDEPENDENT FINANCIAL GROUP, LLC
July 9, 2001 - February 11, 2011
QA3 FINANCIAL CORP.
October 28, 1999 - July 5, 2001
OSAIC WEALTH, INC.
Primary Firm SEC Registration
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2021)
(4/11/2024)
Exams
Current Firm
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,139 |
| AUM (Assets Under Management) | $ 2,948,862,004 |
Red Flags
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