Joseph Lee Berry
Advisor at MBE Wealth Management, LLC — Tomah, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
27 years
Location
Tomah, WI 54660
MBE Wealth Management, LLC
Team
Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.
Based on MBE Wealth Management, LLC
Based on MBE Wealth Management, LLC
Fixed fees for financial planning engagements range from $500 to $2,500 per engagement
Up to 1.50% annually (negotiable based on factors such as complexity, asset level, overall relationship)
Commission-based compensation earned for selling insurance products, separate from advisory fees
Financial planning services hourly fees range from $100 to $300 per hour
Fee-only: Investment advisory fees paid quarterly or monthly, ranging up to 1.50% annually, negotiable; Financial planning fees $100-$300/hour or fixed fees $500-$2,500 per engagement; Retirement plan advisory fees up to 0.75% annually; Financial institution consulting fee 0.65% annually on assets under management
Tomah, WI
200 W. Warren St.
Tomah WI 54660
Advisors at this office
11
Wisconsin
27 years of industry experience
Mbe Wealth Management Llc
2013 - Present • 13 years
Tomah, WI
LPL Financial
2012 - 2018 • 6 years
Tomah, WI
Woodbury Financial Services, inc.
1999 - 2012 • 13 years
WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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