Krista Masera (CRD# 6739130) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 4 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berger Financial Group | Plymouth, MN | Jul 2020 - Current | 3 |
| Angler's Haven Resort | Hayward, WI | Jun 2012 - Current | 11 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2019 - Jul 2020 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2016 - Jul 2020 | 3 |
| Berger Financial Group | Plymouth, Mn, MN | Dec 2016 - Jul 2020 | 3 |
| Unitedhealth Group | Minnetonka, MN | Nov 2014 - Jun 2016 | 1 |
| Gustavus Adolphus College | St. Peter, MN | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MN
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts7,117ACCOUNTS
-
Average Account Value$233,392
- 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, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
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