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KB

Kurt A. Berry

ADVISOR SHARE WEALTH MANAGEMENT
Elizabethton, TN 37643
Some features on this profile are disabled
CRD#: 4550773
KB

Professional summary

Kurt Allen Berry is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Elizabethton, Tennessee.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kurt has worked at 12 firms and has passed the Series 65, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Allen Berry's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 2, 2025 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Office #1: 707 e Elk Ave, Ste 2, Elizabethton, TN 37643
RIA
CRD#: 307997
Elizabethton, TN
Past

July 8, 2022 - January 6, 2025

FIRST ADVISORS NATIONAL, LLC

RIA
CRD#: 166212
Johnson City, TN
Past

November 5, 2019 - July 7, 2022

VANDERBILT ADVISORY SERVICES

RIA
CRD#: 116537
Rockford, IL
Past

November 1, 2019 - July 7, 2022

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
Elizabethton, TN
Past

October 5, 2016 - November 6, 2019

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Rockford, IL
Past

October 5, 2016 - November 6, 2019

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Rockford, IL
Past

June 6, 2011 - June 18, 2013

WISCONSIN FINANCIAL ADVISORS, LLC

RIA
CRD#: 149220
ROCKFORD, IL
Past

May 10, 2011 - October 7, 2016

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
LOVES PARK, IL
Past

May 9, 2011 - October 7, 2016

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
ROCKFORD, IL
Past

July 22, 2005 - May 13, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LOVES PARK, IL
Past

July 22, 2005 - May 13, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOVES PARK, IL
Past

December 10, 2003 - August 12, 2005

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
LOVES PARK, IL
Past

April 15, 2003 - August 12, 2005

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

August 20, 2002 - March 11, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA
Registered Investment Advisory firm - (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)

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
California
(1/3/2025)
IAR
Iowa
(1/3/2025)
IAR
Minnesota
(1/6/2025)
IAR
Tennessee
(1/6/2025)
IAR
Texas
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/22/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2002
General Securities Representative Examination

Current Firm

AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA
Registered Investment Advisory firm - (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)
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Contact information

Main Address
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
Mailing Address
Phone number
(866) 232-3251
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,429
AUM (Assets Under Management)$ 185,181,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997Elizabethton, TN 37643

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