Amanda S. Berry
STRATEGIC WEALTH GROUP
Eden Prairie, MN 55347
Some features on this profile are disabled
CRD#: 5050548
Professional summary
Amanda Suzanne Berry, CFP®, who also goes by Amanda Suzanne Glendy, Amanda Suzanne Glendy Svebakken, is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Eden Prairie, Minnesota and LPL FINANCIAL LLC located in Eden Prairie, Minnesota.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Amanda has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Amanda Suzanne Glendy | Amanda Suzanne Glendy Svebakken
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. 06/03/2024 - AssetWise Capital LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Start Date 05/10/2024 - 0 Hours Per Month/ During Trading 2. 06/26/2024 - Strategic Wealth Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/10/2024 - 160 Hrs/Mo; 120 Hrs During Trading. 3. 07/26/2024 - Strategic Wealth Group RIA LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 40 Hours Per Month/ 20 Hours During Trading - I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 06/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/16/2024- Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 1 Hour Per Month/ 0 Hours During Trading 5) 02/26/2025 - AMANDA BERRY - Not Investment Related - Home Based - Tax Prep/Accounting/CPA - Start Date:01/27/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Suzanne Berry'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®
CFP®
Start date: 2017
Experience
Current
February 17, 2021 - Present
STRATEGIC WEALTH GROUP
Office #1: 7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347RIA
CRD#: 284430
Eden Prairie, MN
Current
February 3, 2015 - Present
LPL FINANCIAL LLC
Office #1: 7820 Terrey Pine Court #200, Eden Prairie, MN 55347RIA
BD
CRD#: 6413
Eden Prairie, MN
Past
March 23, 2015 - October 8, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
MINNETONKA, MN
Past
January 25, 2006 - June 21, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EDINA, MN
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".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/25/2024)
RR
Arkansas(4/25/2024)
RR
California(4/25/2024)
RR
Colorado(4/25/2024)
RR
Connecticut(4/25/2024)
RR
Florida(4/25/2024)
RR
Georgia(4/25/2024)
RR
Idaho(4/25/2024)
RR
Indiana(4/25/2024)
RR
Iowa(8/20/2025)
RR
Minnesota(3/20/2015)
IAR
Minnesota(2/17/2021)
RR
Missouri(4/25/2024)
RR
Montana(4/25/2024)
RR
Nevada(4/25/2024)
RR
New Jersey(4/25/2024)
RR
New York(4/25/2024)
RR
North Carolina(4/26/2024)
RR
Ohio(10/25/2025)
RR
Oklahoma(4/25/2024)
RR
South Dakota(10/24/2025)
IAR
Texas(3/3/2021)
RR
Texas(4/25/2024)
RR
Wisconsin(4/25/2024)
RR
Wyoming(4/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
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
STRATEGIC WEALTH GROUP
CRD#: 284430Eden Prairie, MN 55347TRUST BUT VERIFY
Monitor Amanda Berry
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
