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Rebecca White Fetterman

Rebecca W. Fetterman

BERGER FINANCIAL GROUP
South Burlington, VT 05403
Some features on this profile are disabled
CRD#: 6674193
Rebecca White Fetterman

Professional summary

Rebecca White Fetterman, CFP® is a registered financial advisor currently at BERGER FINANCIAL GROUP located in South Burlington, Vermont.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Rebecca has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

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 Rebecca White Fetterman'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 11, 2022 - Present

BERGER FINANCIAL GROUP

Office #1: 110 Kimball Avenue Suite 240, South Burlington, VT 05403
RIA
CRD#: 308174
South Burlington, VT
Past

March 12, 2021 - January 21, 2022

M. KRAUS & COMPANY

RIA
CRD#: 106749
SHELBURNE, VT
Past

May 3, 2018 - February 22, 2021

COPPER LEAF FINANCIAL, LLC

RIA
CRD#: 285378
WILLISTON, VT

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
Texas
(11/14/2023)
IAR
Vermont
(2/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/2018
Uniform Investment Adviser Law 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)
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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
70

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 (2/20/2025)

Regulatory assets under management

Total Number of Accounts10,333
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.

Company Information

BERGER FINANCIAL GROUP

CRD#: 308174South Burlington, VT 05403

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