Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Allen Berry is a financial advisor with Global Retirement Partners LLC. Keith has been in the financial services industry for over 20 years and has experience in providing retirement planning, investment advice, and portfolio management services. Keith is licensed to provide investment advice in Alabama, Kentucky, Michigan, Minnesota, Texas, and Wisconsin. Keith is also a Certified 401(k) Professional and has worked as a Retirement Plan Consultant since 2013.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
12/01/2017 - Present
Global Retirement Partners LLC (Wauwatosa WI)
WI
01/14/2013 - 12/01/2017
THREE LAKES SECURITIES, LLC (MADISON WI)
WI
01/14/2013 - 11/30/2017
COORDINATED CAPITAL SECURITIES, INC. (Wauwatosa WI)
IL
01/13/2011 - 12/19/2012
STANCORP EQUITIES, INC. (SCHAUMBURG IL)
WI
04/18/2005 - 12/09/2010
PRINCOR FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
01/22/2002 - 02/08/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
09/08/1998 - 11/30/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 11/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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