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About
Stacey Messick is identified as a Stock Trader at Berger Financial Group, Inc., based in Saint Joseph, MN, where she has served since January 2006. Her primary responsibilities likely include executing equity trades, monitoring client portfolios, and implementing firm-wide trading strategies within the firm’s comprehensive wealth management and portfolio management offerings. Publicly available personnel listings for Berger Financial Group do not specifically mention Stacey Messick among named advisors or leadership roles, suggesting her work is operational or trading-focused, distinct from client-facing advisory positions.
With almost two decades of tenure at the firm, Messick’s expertise lies in stock trading and portfolio management, specifically within the equities asset class. Berger Financial Group’s investment approach encompasses personalized portfolio development across diverse equity sectors, and Messick’s role as a Stock Trader positions her to be directly involved in day-to-day market operations and trade execution—likely focusing on U.S. equities, given the firm’s client base and service offerings.
No verifiable information is available regarding Messick’s prior roles or specific educational background, nor any public recognition of notable achievements within the investment industry. Her long-standing experience at Berger Financial Group highlights a professional background centered on operational excellence in equity trading and supporting the firm’s integrated advisory and portfolio management services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Berger Financial Group, Inc | Stock Trader | Jan 2006 to Present | — |
Others at Berger Financial Group, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Paraplanner and Trader | Minneapolis, MN , United States | |
| Portfolio Analyst | Saint Paul, MN , United States | |
| Chief Investment Officer | Minneapolis, MN , United States |
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