Rebecca White Fetterman
Investment Adviser Representative at Berger Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca White Fetterman is an investment adviser representative with Berger Financial Group in South Burlington, VT, where they have been registered since 2022. They have worked in the securities industry since 2018 and have been registered with 3 firms, including M.kraus & Company and Copper LEAF Financial, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Vermont.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Copper LEAF FinancialMay 2016 – Dec 2018Williston, VT
- Copper LEAF Financial, LLCDec 2018 – Feb 2021Williston, VT
- M.kraus & CompanyMar 2021 – Jan 2022Shelburne, VT
- Berger Financial GroupFeb 2022 – no end date reportedPlymouth, MN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Berger Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Plymouth, MN
- SEC file number:
- 801-118923
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Berger Financial Group
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca White Fetterman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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