Advisor at Uncommon Cents Investing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Uncommon Cents Investing
Location
Janesville, WI 53546
Credentials
Series 63, Series 65
Industry experience
49 years
John Berkley is a financial advisor at Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc. He is also President of John Berkley, Inc., a business entity used for tax purposes and personal real estate holdings. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a mix of mutual funds, ETFs, equities, and fixed income, combining fundamental analysis with value-oriented principles while considering efficient-market theories.
Based on Uncommon Cents Investing
Based on Uncommon Cents Investing
$0+: Up to 1.20% annually, negotiable based on account size, complexity, activity, or other reasons $0+: ERISA 3(21) plan fees range from 0.25% to 1.00% annually +:
Up to $300 per hour, charged for consulting services
Account minimum: $250,000
1215 Suffolk Dr., Unit 100
Janesville, WI 53546
Wisconsin
Uncommon Cents Investing
2017 - Present (9 years)
Highland Capital Brokerage
2000 - 2017 (17 years)
SII Investments, Inc.
1977 - 2017 (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Janesville, WI
Uncommon Cents Investing
Series 65
Janesville, WI
Uncommon Cents Investing
Series 65
Milton, WI
Morling Financial Advisors, LLC
Series 63, Series 65
Janesville, WI
Associated Investment Services, Inc.
CFP®, Series 63, Series 65
Janesville, WI
Retirement Plan Advisors, LLC
Series 63, Series 65
Janesville, WI
Johnson Wealth Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")