Melissa M. Meyer

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CRD#: 4505670

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Melissa Marie Meyer, who also goes by Melissa Marie Craft, Melissa Marie Herfurth, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 2002. Melissa had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Melissa Marie Craft | Melissa Marie Herfurth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. AUTHOR/CONTRIBUTOR TO MULTIPLE BOOKS about computers during the late 1990's and early 2000's, SCOTTSDALE, AZ, 1/1997. NIR - 0 HRS. 2.FIREBIRD LAKE LLC, SCOTTSDALE, AZ, 11/2010 AS OWNER OF RENTAL PROPERTIES. NIR - 1/WK - 0/TRADING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 4, 2022 - January 9, 2025

BERGER FINANCIAL GROUP

RIA

CRD#: 308174

Longboat Key, FL

Past

September 13, 2017 - November 5, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Scottsdale, AZ

Past

September 13, 2017 - November 5, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Sun City West, AZ

Past

October 6, 2005 - September 13, 2017

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

SUN CITY WEST, AZ

Past

September 29, 2005 - September 13, 2017

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SUN CITY WEST, AZ

Past

August 9, 2002 - October 6, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERGER FINANCIAL GROUP

CRD#: 308174 / SEC#: 801-118923

RIA

Registered Investment Advisory firm - (6/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/3/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/23/2006

General Securities Principal Examination

Current Firm

BERGER FINANCIAL GROUP

CRD#: 308174 / SEC#: 801-118923

RIA

Registered Investment Advisory firm - (6/16/2020 Approved)

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Contact information

Main Address

1695 State Hwy 169, Plymouth, MN 55441

Mailing Address

Phone number

(763) 746-2666

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERGER FINANCIAL GROUP ADV PART 2A 2024 (2/20/2025)

Regulatory assets under management

Total Number of Accounts	10,333
AUM (Assets Under Management)	$ 2,500,753,183

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Melissa M. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

BERGER FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2005

Series 63

Date: 6/3/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2002

Series 24

Date: 2/23/2006

Current Firm

BERGER FINANCIAL GROUP

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERGER FINANCIAL GROUP

TRUST BUT VERIFY

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