Christopher Lynn Berry
Investment adviser representative at Go Wealth Management
14 yearsExperience
1 stateRegistered in
$208.4MFirm assets
4 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
14 years in the industry.
- Go Wealth ManagementMay 2023 to now
- 3-star Rentroll, LLCFeb 2019 to now
- Apleberry Ventures, LLCFeb 2019 to now
- Star Meat Company, Inc.Feb 2019 to now
- Principle Accounting PcSep 2012 to now
- Avantax Advisory ServicesJul 2022 to May 2023
- Avantax Investment Services Inc.Jul 2022 to May 2023
- Four Star Meat Company, Inc.Feb 2019 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Go Wealth Management
Legal name: O'connell Investment and Insurance Services, LLC
$208.4MAssets managed
519Clients
9Advisers
4 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
- 6234644
- Firm CRD
- 290254