Rachel M. Meyer
Professional summary
Rachel Marie Meyer, who also goes by Rachel Marie Mchler, Rachel Marie Mechler, is a registered financial advisor currently at BERGER FINANCIAL GROUP located in Plymouth, Minnesota.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Rachel has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Marie Meyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 7, 2020 - Present
BERGER FINANCIAL GROUP
Office #1: 1695 State Hwy 169 N, Plymouth, MN 55441August 3, 2020 - October 20, 2022
PURSHE KAPLAN STERLING INVESTMENTS
September 15, 2014 - August 26, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 7, 2003 - May 28, 2013
1ST GLOBAL CAPITAL CORP.
September 3, 1999 - February 20, 2003
ASKAR CORP.
November 26, 1997 - August 12, 1999
SYMMETRIC INVESTMENTS, 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
(12/7/2020)
(12/12/2024)
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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