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Keith Berry C(k)P®, AIF®, CPFA®

Keith Berry
Retirement Plan Consultant, M3 Financial
Certified 401(k) Professional

Get to Know Keith

Biography

Keith Berry is a retirement plan consultant for M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and employee retirement readiness for small to medium sized companies.

As a retirement plan consultant, Berry has a deep understanding of retirement plans, fiduciary obligations, and the regulatory environments. He provides guidance and makes adjustments on plan design based on the needs and goals of his clients.

  • Earned Bachelor of Science degree in business management from University of Phoenix
  • Began financial services career in 1997
  • Gained relevant experience through financial and investment advisory roles at The Standard, Principal Financial, Robert W. Baird, and Strong Capital Management
  • Joined M3 in 2013

Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.

Designations

  • Licensed investment advisory representative
  • Certified 401(k) Professional (C(k)P®)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Plan Fiduciary Advisor (CPFA®)

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