Kurt Berry, financial advisor Loves Park IL
68 score

Kurt Berry

CRD Number: 4550773
Current Firm: On Investment Management Co

Kurt Berry (CRD# 4550773) is an Investment Advisor Representative working at On Investment Management Co in Loves Park, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH May 2011 - Current 5
Ohio National Financial Services Cincinnati, OH Mar 2011 - Current 5
Massmutual Rockford, IL Jul 2005 - Current 11
Mml Investors Services Inc. Rockford, IL Jul 2005 - May 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination May 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kurt A. Berry
Phone Number: 855-262-0913
Registered State(s):
  • FL
  • IL
  • IN
  • WI
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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