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AR

Anthony H. Reynolds

BERGER FINANCIAL GROUP
PLYMOUTH, MN 55441
Some features on this profile are disabled
CRD#: 6331428
AR

Professional summary

Anthony Harold Reynolds is a registered financial advisor currently at BERGER FINANCIAL GROUP located in Plymouth, Minnesota.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anthony has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Anthony Harold Reynolds's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 8, 2022 - Present

BERGER FINANCIAL GROUP

Office #1: 1695 State Hwy 169 N, Plymouth, MN 55441
RIA
CRD#: 308174
PLYMOUTH, MN
Past

January 2, 2018 - August 26, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Plymouth, MN
Past

January 2, 2018 - August 26, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
PLYMOUTH, MN
Past

May 16, 2016 - August 23, 2016

EDWARD JONES

RIA
CRD#: 250
BLAINE, MN
Past

March 2, 2016 - August 23, 2016

EDWARD JONES

BD
CRD#: 250
BLAINE, MN

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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(8/8/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/21/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2016
General Securities Representative 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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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 308174Plymouth, MN 55441

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