Joseph Lee Berry

Employer firm

Mbe Wealth Management, LLC CRD 165516

$977M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 09/2018
  Lpl Financial Llc
  Tomah, WI
• 01/2013 → Present
  Mbe Wealth Management Llc
  Tomah, WI

Previous Registrations

• 2014-09-11 → 2018-10-03
  Lpl Financial Llc
  Tomah, WI
  Baraboo, WI
  Tomah, WI
  Mauston, WI
• 1999-03-08 → 2012-12-19
  Woodbury Financial Services, Inc.
  Tomah, WI
  Tomah, WI
  West Salem, WI

Other Businesses

1. 02/17/2015: MBE TOMAH LLC - INV REL - 200 W WARREN ST, TOMAH, WI 54660 - REAL ESTATE RENTAL - START 10/15/2013 - NO TIME SPENT - PART OWNERSHIP OF A PROFESSIONAL SERVICES BUILDING 3. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month

Exams

• S66 Uniform Combined State Law Examination
  2006-02-17
• S65 Uniform Investment Adviser Law Examination
  1999-11-19
• S63 Uniform Securities Agent State Law Examination
  1999-03-06

Other Names

• Joseph L Berry