Jackie Flahaven, financial advisor Plymouth MN

Jackie Flahaven

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Jackie Flahaven has no recent exams reported.
Contact Info for Jackie A. Flahaven
Phone Number: 763-746-2666
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,045
    MILLIONS
  • Total Number of Accounts
    3,994
    ACCOUNTS
  • Average Account Value
    $261,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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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