Jackie FlahavenCRD Number: 5130099
Current Firm: Berger Financial Group
Jackie Flahaven (CRD# 5130099) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has 1 year of experience in the finance industry. Jackie Flahaven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Berger Financial Group||Plymouth, MN||Jul 2020 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2016 - Jul 2020||3|
|Berger Financial Group||Plymouth, MN||Feb 2006 - Jul 2020||14|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2006 - Sep 2016||10|
Total Assets Under Management1,045MILLIONS
Total Number of Accounts3,994ACCOUNTS
Average Account Value$261,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, IL, IN, MA, MN, NC, ND, NE, NH, NY, OR, SD, TN, TX, VA, VT, WI
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