Judd David Berube
Investment adviser representative at Wealthspire Retirement Advisory
11 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kestra Investment Services, LLCMar 2026 to now
- Wealthspire Retirement AdvisoryApr 2024 to now
- Nfp Retirement, Inc.Apr 2024 to Oct 2025
- Kestra Advisory Services, LLCApr 2016 to Mar 2024
- Kestra Investment Services, LLCJun 2015 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MD).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5394524
- Firm CRD
- 121254