Keith Berry, financial advisor Wauwatosa WI

Keith Berry

CRD Number: 2979766
Current Firm: Global Retirement Partners LLC

Keith Berry (CRD# 2979766) is an Investment Advisor Representative working at Global Retirement Partners LLC in Wauwatosa, WI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Dec 2017 - Current 6
Coordinated Capital Securities, Inc. Madison, WI Jan 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Keith A. Berry
Phone Number: 415-526-2753
Registered State(s):
  • AL
  • KY
  • MI
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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