Advisor at Berkeley Capital Management, LLC
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.
Location
Ellsworth, KS 67439
Credentials
Series 65
Industry experience
3 years
Nicholas Reinert is a financial advisor at Berkeley Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has been involved in consulting and farming operations outside of his advisory role. Reinert has worked at Berkeley Capital Management since 2022 and has consulting experience dating back to 2021. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans, managing over $100 million in assets. The firm employs a bottom-up, fundamental research approach with a long-term value orientation and incorporates derivatives and options strategies within client portfolios.
Based on Berkeley Capital Management, LLC
$500 to $3,000 depending on complexity for stand-alone financial planning services
$0 - $399,999: 1.20% $400,000 - $999,999: 1.00% $1,000,000+: 0.80%
1502 Aylward Ave
Ellsworth, KS 67439
Kansas · Texas
Berkeley Capital Management
2022 - Present (4 years)
American Warrior Inc
2022 - 2022 (1 year)
Consulting
2021 - Present (5 years)
Otte Farms
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Ellsworth, KS
Berkeley Capital Management, LLC
Ryan Peschka is a financial advisor at Berkeley Capital Management, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at Berkeley Capital Management since 2009 and was previously employed at First Bank Kansas from 2014 to 2017. Outside of his advisory role, he performs individual contract work in banking on a limited basis. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans, serving both accredited and non-accredited investors. The firm employs a bottom-up, fundamental research approach with a long-term value orientation and utilizes a range of investment instruments including equities, fixed income, mutual funds, ETFs, and derivatives within client mandates.
CFP®, CFA®, Series 66
Ellsworth, KS
Berkeley Capital Management, LLC
Timothy Burger is a CFP® and CFA® with 14 years of industry experience. He is currently a financial advisor at Berkeley Capital Management, LLC, having joined the firm in 2025 after previous roles at Scout Investments, Inc. and Waddell & Reed, Inc. He holds an active insurance license but does not currently engage in insurance-related business activities. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans. The firm employs a bottom-up, fundamental research approach with a long-term value orientation, utilizing a range of investment instruments and incorporating derivatives and options strategies within client mandates.
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