Joseph
Berry

Mbe Wealth Management, LLC

CRD#3051227
Investment Advisor
in Tomah, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Berry is a financial advisor based in Tomah, Wisconsin who has 10 years of relevant experience. Berry works at Mbe Wealth Management, LLC. During their career, the advisor has held roles at Lpl Financial LLC and Mbe Wealth Management LLC. Berry maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Mbe Wealth Management, LLC is a registered investment business headquartered in Tomah, WI. It has offices in four locations and a total of 12 advisors. It oversees $450 million in assets under management across its 4,085 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 4,085 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets. Mbe Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is provided. However, fee types charged by Mbe Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 W. Warren St.
Tomah, WI 54660

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mbe Wealth Management, LLC Brokerage Details

Total Assets Under Management

$449,615,286

WI Average: $2,826,565,184
Total Number of Employees

12

WI Average: 43
Total Number of Accounts

4,085

WI Average: 1,898
Average Account Size

$110,065

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Joseph Berry Work History

Joseph has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Mbe Wealth Management LLC

2012 - 2018 (6 years)

Lpl Financial LLC

*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 Joseph 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 Mbe Wealth Management, LLC

Griffin Kalepp
Baraboo, WI
Jacob Krueger
Reedsburg, WI
Joseph Berry
Tomah, WI
Brent Brinker
Tomah, WI
Michael Pruitt
Sun Prairie, WI
Jason Henrich
Tomah, WI
Baylee Shifflet
Reedsburg, WI
Austin Lins
Baraboo, WI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started