Investment adviser representative · Net Worth Advisory Group, LLC
Michael K. Berry
CRD 5414312 · Sandy, UT
At a glance
Michael K. Berry is an investment adviser representative with Net Worth Advisory Group, LLC in Sandy, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Net Worth Advisory Group, LLCSince November 2013Sandy, UT · $838M in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.