Callee Berry

Keystone Financial

145 N Commercial Ave
Neenah, WI 54956

I Am Licensed and Registered as Follows:
1. Investment Advisor Representative under Harbour Investments, Inc. Registered Investment Advisor. An Investment Advisor Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies. The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
Services I Provide:
1. I act as a solicitor of an investment manager(s) to manage client assets. I receive a disclosed percent of assets under management as compensation. The investment manager also charges a management fee. Total fees are disclosed in the Harbour Investments Third Party Money Managers Program Services Agreement.
2. Under Reg BI, I act in the best interest of my clients and do not place my own interests ahead of my clients.
3. As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.
4. I provide non-portfolio management services and assess a flat or hourly fee at a disclosed dollar amount as compensation. Specific services provided are outlined in the Harbour Investments Financial Planning & Investment Consultation Services Agreement.
5. I provide portfolio management services and receive a disclosed percent of assets under management as compensation. Specific services provided are outlined in Harbour Investments Asset Management Services Agreement.
6. I use third party financial tools for portfolio analysis and to support various planning needs.

BrokerCheck by FINRA Form ADV Part II Form ADV Part III / Form CRS

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