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Matthew James Berry

Advisor at LPL Financial — Kewanna, IN

Updated today

Credentials

Series 66

Experience

20 years

Location

Kewanna, IN

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Matthew Berry is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at H.D. Vest Advisory Services and StrategIQ Financial Group. Outside of his advisory work, he is involved in several business ventures including land consulting and owning excavation and other local businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Kewanna, IN

Kewanna IN

Advisors at this office

1

Most active in

Indiana

Work history

20 years of industry experience

LPL Financial, llc

2020 - Present • 6 years

Kewanna, IN

H.D. Vest Advisory Services

2010 - 2020 • 10 years

Kewanna, IN

H.D. Vest Investment Services

2010 - 2020 • 10 years

Kewanna, IN

StrategIQ Financial Group, LLC

2007 - 2010 • 3 years

IN

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

2005 - 2007 • 2 years

Lafayette, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald C

Series 63, Series 65

Rochester, IN

Advisor Share Wealth Management, LLC

Donald Cameron is a financial advisor at Advisor Share Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management, Tcm Securities, Inc, and Cameron Financial, where he has been involved since 1995. Cameron also engages in insurance sales, including life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

Lance N

Series 63, Series 66

Rochester, IN

Edward Jones

Lance Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Justin B

Series 66

Rochester, IN

Edward Jones

Justin Brady is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at FBL Marketing Services, LLC and Indiana Farm Bureau. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Planning for children with special needs Military & Veterans Founder/Business Owner
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Kelly W

CFP®, Series 63, Series 65

Star City, IN

Mass Mutual Investors Services

Kelly Weaver is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Kelly also serves as a Notary Public. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Jon C

Series 63, Series 66

Winamac, IN

Edward Jones

Jon Chapman is a financial advisor with Edward Jones in Winamac, Indiana, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he operates Backyard Nature Specialist Inc., a retail business focused on selling birdhouses and bird feeders and offering nature tours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashleigh H

Series 66

Winamac, IN

Edward Jones

Ashleigh Hoover is a Series 66 licensed financial advisor with Edward Jones, based in Winamac, IN, and has two years of industry experience. Prior to her current role, she worked at the Leeman Law Office for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a large nationwide network of financial advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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