Lynn Kathryn Berry

Current Employers

Employment History

• 11/2014 → Present
  Harbour Investments, Inc
  Madison, WI
• 02/2001 → Present
  Keystone Financial
  Neenah, WI

Previous Registrations

• 2006-09-15 → 2014-11-25
  Next Financial Group, Inc.
  Houston, TX
  Neenah, WI
  Neehah, WI
  Neenah, WI
• 2005-01-10 → 2006-09-28
  Investors Capital Corp.
  Lynnfield, MA
  Appleton, WI
• 2002-08-08 → 2004-12-31
  Eastern Point Advisors Inc.
  Neenah, WI

Other Businesses

1)Keystone Financial Group, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Fox River Tax Centers, LLC | 145 N. Commercial Street, Neenah, WI 54956 | 50% Owner | Description: Tax preparation & Tax Planning | Beginning 5/2015 | 10 hours per Only Week during the months of March & April each year during tax time , 5 during trading hours After April each year, there is less 1 hour/month spent on tax preparation | Paid Position | Not investment related 4)Future Neenah | 135 W. Wisconsin Avenue, Neenah, WI 54956 | Committee member | Description: Advise on marketing for the organization | Beginning 7/2021 | 1 hours per month, 0 during trading hours | Unpaid | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-01
• S63 Uniform Securities Agent State Law Examination
  1994-07-22

Other Names

• Lynn Kathryn Carpenter