Kristi Sanz is a registered investment advisor at Berger Financial Group, based in Plymouth, MN, with 18 years of industry experience. Kristi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,800 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range from 0.25% to 2.25% annually and are determined on a case-by-case basis depending on asset complexity, anticipated assets, portfolio style, and other factors.
Fee Estimator
Location
1695 State Hwy 169 N, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (1)
Criminal
August 2005Other Business Activities
Kristi works as a financial advisor at Berger Financial Group, Inc., dedicating nearly full-time hours to client meetings, portfolio reviews, and recommendations.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrew Wixon, CFPBerger Financial Group
- Angela Erickson, CFPBerger Financial Group
- Mark Berger, CFPBerger Financial Group
- William Wixon, CFP, ChFCBerger Financial Group
- April Bortscheller, CFPBerger Financial Group
- Robert Smrekar, CFPBerger Financial Group