MB
Michael T. Berkemeier
INNOVIA WEALTH
Grand Rapids, MI 49503
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CRD#: 4437147
MB
Professional summary
Michael Thomas Berkemeier is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Independent licensed insurance agent: 01/01/07, 171 Monroe Avenue NW, Suite 800, Grand Rapids, MI 49503, INSURANCE AGENCY/AGENT, NOT INVESTMENT RELATED, 3 HOUR PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS. ?the name of the other business: Legatus International whether the business is investment-related; invested in each other and the Catholic Faith, presidents, managing partners and business owners (with thespouses), ?Address of the other business; Legatus PO Box 444, Ann Arbor MI 48106 ?the nature of the other business. oLegatus is an international organization of Catholic laymen and laywomen, comprising CEOs, Presidents, managing partners and business owners (with their spouses), from business and professional enterprises. ?your position; Member ?title, or relationship with the other business. ?the start date of your relationship; Jan. 2020 ?the approximate number of hours/months you devote to the other business; 6 hours ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Meeting and preaching the Legatus vision and values. ?the name of the other business: Jandernoa Entrepreneurial Mentoring ?whether the business is investment-related, NO ?the address of the other business; 171 Monroe Avenue NW, Suite 400, Grand Rapids, MI 49503 ?the nature of the other business; Growing and guiding entrepreneurs ?your position; Ambassador ?title, or relationship with the other business. ?the start date of your relationship; September 2018 ?the approximate number of hours/months you devote to the other business; 4 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Promoting the vision and values of the JEM program. the name of the other business: Catholic Foundation of West Michigan ?whether the business is investment-related; YES the address of the other business; 360 Division Ave. S | Grand Rapids, MI 49503 ?the nature of the other business; Investment oversight for the investment portfolios of the diocese and foundation ?your position; Investment Committee Member ?title, or relationship with the other business; Investment Committee Member ?the start date of your relationship; Jan 2021 ?the approximate number of hours/month you devote to the other business; 2 ?the number of hours you devote to the other business during securities trading hours; 2 ?and briefly describe your duties relating to the other business; Investment Portfolio Review
CRS (Client Relationship Summary) - RIA
Click below to view Michael Thomas Berkemeier's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 24, 2018 - Present
INNOVIA WEALTH, LLC
Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503RIA
CRD#: 289913
Grand Rapids, MI
Past
January 23, 2018 - December 31, 2020
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Grand Rapids, MI
Past
October 30, 2010 - January 24, 2018
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
GRAND RAPIDS, MI
Past
January 3, 2007 - January 24, 2018
VALMARK SECURITIES, INC.
BD
CRD#: 31243
GRAND RAPIDS, MI
Past
March 21, 2002 - January 3, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
GRAND RAPIDS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
CRD#: 289913 / SEC#: 801-112177
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(11/29/2023)
IAR
Arizona(5/19/2023)
IAR
California(3/1/2023)
IAR
Colorado(2/28/2023)
IAR
Florida(4/26/2023)
IAR
Georgia(2/1/2024)
IAR
Illinois(3/3/2023)
IAR
Indiana(3/30/2023)
IAR
Louisiana(12/8/2023)
IAR
Michigan(1/24/2018)
IAR
Minnesota(3/1/2023)
IAR
Ohio(3/1/2023)
IAR
Oregon(12/1/2023)
IAR
Pennsylvania(3/1/2023)
IAR
Texas(3/6/2023)
IAR
Virginia(11/29/2023)
IAR
Washington(2/28/2023)
IAR
Wisconsin(3/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
CRD#: 289913 / SEC#: 801-112177
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 719-5007
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,295 |
| AUM (Assets Under Management) | $ 2,430,721,931 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/15/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INNOVIA WEALTH, LLC
CRD#: 289913Grand Rapids, MI 49503TRUST BUT VERIFY
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