Profile
Mr. Bill Berkmeier is Investment Consultant at Warren Averett Asset Management LLC.
He joined Warren Averett in 2011.
Mr. Berkmeier began his investment career in New York in 1974.
During the 1980’s, he was a Wilshire Associates consultant retained by large pension funds including the state retirement systems of Pennsylvania, Virginia, and Florida and large corporations including Goodyear Tire and Rubber and the TVA.
From 1988 to 1992, Mr. Berkmeier was Executive Vice President of IDS, the forerunner of Ameriprise Financial.
He has also been consultant to the UPFSG since 1984.
Mr. Berkmeier graduated from Dickenson College in 1972 and also holds his Series 65 Securities License.
Former positions of Bill Berkmeier
| Companies | Position | End |
|---|---|---|
IDS, Inc. USA
 IDS, Inc. USA Building ProductsProducer Manufacturing IDS, Inc. USA is a private company that manufactures metal works. The company is based in Secaucus, NJ and has subsidiaries in the United States. | Corporate Officer/Principal | 1992-12-30 |
| Tva, Inc. | Corporate Officer/Principal | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | - |
| THE GOODYEAR TIRE & RUBBER COMPANY | Corporate Officer/Principal | - |
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portfolio Manager-Equities | - |
Training of Bill Berkmeier
| Dickinson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| THE GOODYEAR TIRE & RUBBER COMPANY | Consumer Durables |
| Private companies | 4 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
| Tva, Inc. | |
IDS, Inc. USA
IDS, Inc. USA Building ProductsProducer Manufacturing IDS, Inc. USA is a private company that manufactures metal works. The company is based in Secaucus, NJ and has subsidiaries in the United States. | Producer Manufacturing |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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