Erik
Berry
Pensionmark Financial Group, LLC
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About this Advisor
Erik Berry is a financial advisor who works out of Rogers, Arkansas with a total of 8 years of industry experience. Berry currently works for Pensionmark Financial Group, LLC. During their career, Berry has held roles at Self-Employed Consultant, Wealthpath Investment Advisors, Pks Advisory Services, LLC and Pensionmark Financial Group, LLC Dba/ Wealthpath. Berry maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Arkansas. Pensionmark Financial Group, LLC is a financial advisory company headquartered in Santa Barbara, CA. The company has offices in 59 locations and a total of 244 people on staff. It handles $27 billion in total assets between its 7,380 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 142 charitable organizations. Of its 7,380 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. Pensionmark Financial Group, LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types charged by Pensionmark Financial Group, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Erik Berry Work History
Erik has been registered as a financial advisor for 8 years.*
Pensionmark Financial Group, LLC Dba/ Wealthpath
Wealthpath Investment Advisors
Pks Advisory Services, LLC
Self-Employed Consultant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Berry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Santa Barbara, CA
Los Angeles, CA
Fort Mill, SC
South Burlington, VT
Madison, WI
San Mateo, CA
San Antonio, TX
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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