Tyson Pettitt, financial advisor Plymouth MN

Tyson Pettitt

CRD Number: 5686595
Current Firm: Berger Financial Group

Tyson Pettitt (CRD# 5686595) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jul 2020 - Current 3
Berger Financial Group Plymouth, MN Oct 2018 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Nov 2018 - Jul 2020 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2018 - Jul 2020 1
Unemployed Stowe, VT Dec 2017 - Nov 2018 < 1
National Planning Holdings Denver, CO Dec 2015 - Nov 2017 1
Unemployed Brighton, MA Sep 2015 - Nov 2015 < 1
F-squared Investments, Inc. Newton, MA Mar 2013 - Aug 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination Mar 2016
Contact Info for Tyson R. Pettitt
Phone Number: 763-746-2666
Firm Website: https://www.indfinco.com
Registered State(s):
  • CA
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    1,661
    MILLIONS
  • Total Number of Accounts
    7,117
    ACCOUNTS
  • Average Account Value
    $233,392
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, 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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