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MM

Melissa M. Meyer

Some features on this profile are disabled
CRD#: 4505670
MM

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"?
No

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.
The advisor shows no other business activity.

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.

BD
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.

BD
CRD#: 2882
SUN CITY WEST, AZ
Past

August 9, 2002 - October 6, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
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".
BF
BERGER FINANCIAL GROUP
BELL WEALTH MANAGEMENT | TONDRYK WEALTH MANAGEMENT | ROBERT GORDON ASSOCIATES, INC. | INDEPENDENT FINANCIAL COMPANY | BERGER FINANCIAL GROUP, LLC | BERGER FINANCIAL GROUP, INC. | 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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/3/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/23/2006
General Securities Principal Examination

Current Firm

BF
BERGER FINANCIAL GROUP
BELL WEALTH MANAGEMENT | TONDRYK WEALTH MANAGEMENT | ROBERT GORDON ASSOCIATES, INC. | INDEPENDENT FINANCIAL COMPANY | BERGER FINANCIAL GROUP, LLC | BERGER FINANCIAL GROUP, INC. | BERGER FINANCIAL GROUP

CRD#: 308174 / SEC#: 801-118923

RIA
Registered Investment Advisory firm - (6/16/2020 Approved)
PREMIUM
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Contact information

Main Address
1695 State Hwy 169 N, Plymouth, MN 55441
Mailing Address
Phone number
(763) 746-2666
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BERGER FINANCIAL GROUP ADV PART 2A 2024 (3/9/2026)

Regulatory assets under management

Total Number of Accounts11,139
AUM (Assets Under Management)$ 2,948,862,004

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.

Company Information

BERGER FINANCIAL GROUP

CRD#: 308174

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