Michael Thomas Berkemeier
Investment Adviser Representative at Innovia Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Thomas Berkemeier is an investment adviser representative with Innovia Wealth, LLC in Grand Rapids, MI, where they have been registered since 2018. They have worked in the securities industry since 2002 and were previously registered with Valmark Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 18 states.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Minnesota, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valmark Securities, Inc.Jan 2007 – Jan 2018Akron, OH
- Valmark Advisers, Inc.Jan 2010 – Jan 2018Akron, OH
- Mutual SecuritiesJan 2018 – Dec 2020Camarillo, CA
- Strategies Wealth Advisors, LLC (formerly MTB of Michigan, LLC)Mar 2016 – Feb 2023Grand Rapids, MI
- Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC)Feb 2023 – no end date reportedGrand Rapids, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Innovia Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
- $0–$2,500,0001.00%
- $2,500,001–$5,000,0000.90%
- $5,000,001–$10,000,0000.60%
- $10,000,001–$25,000,0000.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Grand Rapids, MI
- SEC file number:
- 801-112177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Innovia Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Thomas Berkemeier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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