Michael Berry has been an investment adviser representative at Net Worth Advisory Group since November 2013, and is not listed among the firm’s executive officers or direct owners. Michael Berry holds a Master of Business Administration in Finance from Idaho State University, a Bachelor of Science in Psychology from Brigham Young University and a Certified Financial Planning Certification Program from Boston University.
Net Worth Advisory Group, LLC is a Sandy, UT firm with $838M under management, 862 clients and 13 advisers in one office, as of its March 2026 filing.
Mike Berry is a Financial Advisor of Net Worth Advisory Group. He joined the firm in late 2013 and has a career in finance, operations and management. His work covers investments, retirement planning, tax, insurance, pension evaluation, Social Security analysis and estate planning.
Michael Berry’s longest registration is the current one, 12 years at Net Worth Advisory Group since 2013. Before joining Net Worth Advisory Group in 2013, Michael Berry was registered through UBS Financial Services Inc.
- – present · 12 yearsSandy, UT · Adviser representative · Firm CRD 126983
- UBS Financial Services Inc.– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 8174
Professional designations
Listed by Net Worth Advisory Group
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Michael Berry is registered as an investment adviser representative in Utah, since November 2013.
- UtahSince 13 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2013 |
| Series 66 | Uniform Combined State Law Examination | 13 November 2007 |
| Series 7 | General Securities Representative Examination | 23 October 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael K Berry
- CRD
- 5414312
- Firm
- Net Worth Advisory Group · CRD 126983
- Office
- 75 W. TOWNE RIDGE PARKWAY, SUITE 460, Sandy, UT 84070
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- networthadvice.com
Where does Michael Berry work?
Michael Berry is an investment adviser representative registered through Net Worth Advisory Group, LLC since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is Michael Berry a financial advisor?
Yes. Michael Berry has a current investment-adviser registration in Utah, through Net Worth Advisory Group since November 2013.
How many years of experience does Michael Berry have?
Michael Berry has 13 years in the financial industry, since May 2013, across 2 adviser firms.
What exams has Michael Berry passed?
Michael Berry has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2007.
Where did Michael Berry work before Net Worth Advisory Group?
Before Net Worth Advisory Group, Michael Berry was registered through UBS Financial Services Inc., November 2007 to May 2008.
Where is Michael Berry based?
Michael Berry’s registered office is in Sandy, UT.
Is Michael Berry registered with FINRA?
No. Michael Berry has no current broker registration.
Is Michael Berry a CFP?
Net Worth Advisory Group lists Michael Berry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Mike Berry, CFP®, MBA® biography, networthadvice.com
How can I verify Michael Berry’s record?
Search CRD 5414312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Berry’s full registration record.
