Michael Berkemeier Email & Phone Number

Managing Director - Founder @ Innovia Wealth

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Michael Berkemeier Location

Grand Rapids, MI, US

Michael Berkemeier Work

2001 - now Managing Director - Founder @ Innovia Wealth
2012 - now Regional Director, Advanced Planning @ Thomas Brady & Associates
1999 - 2001 Representative @ UBS Group AG
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1998 - 1999 Intern @ PaineWebber

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Michael Berkemeier Education

University of Dayton
Bachelors (Marketing / Finance)
1997 - 2001

Michael Berkemeier Skills

Strategic Financial Planning
Estate Planning
Business Planning

Life Insurance
Asset Management
Financial Advisory
Investment Strategies
Qualified Retirement Plans
Business Continuity Planning
Deferred Compensation

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Michael Berkemeier Summary

Michael Berkemeier, based in Grand Rapids, MI, US, is currently a Managing Director - Founder at Innovia Wealth. Michael Berkemeier brings experience from previous roles at Thomas Brady & Associates, UBS and PaineWebber. Michael Berkemeier holds a 1997 - 2001 Bachelors in Marketing / Finance @ University of Dayton. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Business Planning, Life Insurance, Asset Management and more. Michael Berkemeier has 4 emails and 1 mobile phone numbers on RocketReach.

Michael Berkemeier Emails

Found 4 emails

Michael Berkemeier Phone Numbers

Found 3 phone numbers

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Michael Berkemeier

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Top Innovia Wealth Employees

Michael Berkemeier

Managing Director - Founder at Innovia Wealth

Grand Rapids, MI, US
4
- tbradyandassociates.com
- innoviawealth.com
- gmail.com
- strategieswealth.com
3
- +1 616-723-XXXX
- +1 616-719-XXXX
- +1 617-266-XXXX
Greg Bosch

Chief Investment Officer at Innovia Wealth

Grand Rapids, MI, US
2
- gmail.com
- innoviawealth.com
5
- +1 612-667-XXXX
- +1 866-878-XXXX
- +1 616-780-XXXX
- +1 612-804-XXXX
- +1 616-335-XXXX
John Guchte

Partner at Innovia Wealth

Grand Rapids, MI, US
2
- innoviawealth.com
- strategieswealth.com
Mark Ghafari

Partner at Innovia Wealth

United States
3
- innoviawealth.com
- gmail.com
- strategieswealth.com
5+
- +1 313-605-XXXX
- +1 616-655-XXXX
- +1 313-882-XXXX
- +1 616-774-XXXX
- +1 616-655-XXXX
- +1 616-719-XXXX
Marleigh Plachecki

Director of Finance And Human Resources at Innovia Wealth

Grand Rapids, MI, US
2
- innoviawealth.com
- strategieswealth.com
5
- +1 616-361-XXXX
- +1 616-558-XXXX
- +1 616-822-XXXX
- +1 616-301-XXXX
- +1 616-656-XXXX
Stacy Spain

Chief Compliance Officer at Innovia Wealth

Grand Rapids, MI, US
2
- gmail.com
- innoviawealth.com
1
- +1 616-481-XXXX
Jake Petrick

Financial Planner at Innovia Wealth

Grand Rapids, MI, US
1
- innoviawealth.com
1
- +1 231-563-XXXX
Alex Timmer

Director of Client Services at Innovia Wealth

Grandville, MI, US
3
- innoviawealth.com
- gmail.com
- strategieswealth.com
3
- +1 616-822-XXXX
- +1 616-532-XXXX
- +1 616-813-XXXX
Adisa Bajric

Marketing Manager at Innovia Wealth

Grand Rapids, MI, US
2
- gmail.com
- innoviawealth.com
Samantha Doletzky

Manager of Retirement Plan Services at Innovia Wealth

Grand Rapids, MI, US
2
- gmail.com
- innoviawealth.com
5+
- +1 734-834-XXXX
- +1 616-322-XXXX
- +1 616-322-XXXX
- +1 734-674-XXXX
- +1 616-361-XXXX
- +1 734-729-XXXX
Steven Lloyd

CSA Associate at Innovia Wealth

Grand Rapids, MI, US
1
- innoviawealth.com
Aaron Sygiel

Executive Assistant at Innovia Wealth

Grand Rapids, MI, US
2
- innoviawealth.com
- strategieswealth.com
1
- +1 248-210-XXXX
Micah Kinde

Financial Planner at Innovia Wealth

Grandville, MI, US
1
- innoviawealth.com
1
- +1 616-532-XXXX
Liza Wilkes

Client Service Advisor at Innovia Wealth

Grand Rapids, MI, US
1
- innoviawealth.com
Drew Boatright

Wealth Advisor at Innovia Wealth

Grand Rapids, MI, US
1
- strategieswealth.com

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