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John D Berkley

Uncommon Cents Investing

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About John D Berkley

John Berkley is a financial advisor with over 40 years of experience. John has been registered with Uncommon Cents Investing since October 2017. Previously, John was registered with SII INVESTMENTS, INC. and FPC SECURITIES CORPORATION. John is licensed in Wisconsin and holds Series 63, 65, 7, 1 and SIE licenses. John specializes in providing financial advice and portfolio management services to individuals and high-net-worth individuals. John has served clients in the Janesville area for many years. John currently works with over 577 clients. John is the President of John Berkley, Inc. which serves as a business entity for tax purposes and personal real estate holdings.

Firm Information

John Berkley is currently registered with Uncommon Cents Investing. Uncommon Cents Investing is an investment advisory firm based in Janesville, Wisconsin, offering financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $417 million in assets.
Uncommon Cents Investing

1215 SUFFOLK DR.

JANESVILLE, WI 53546

$417.35M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Berkley’s Registration & Firm History

WI

10/31/2017 - Present

Uncommon Cents Investing (JANESVILLE WI)

WI

01/26/1977 - 10/31/2017

SII INVESTMENTS, INC. (JANESVILLE WI)

NA

07/01/1975 - 02/09/1976

FPC SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 07/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

BC

Issued 06/25/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John D Berkley.
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