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Kenneth Bernard, financial advisor Royal Oak MI

Kenneth Bernard

CRD Number: 4713729
Current Firm: Bernard Wealth Management Corp.
Compensation Model: Fee Only

Kenneth Bernard (CRD# 4713729) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Royal Oak, MI and has 22 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Bernard Wealth Management Corp. Birmingham, MI Nov 2011 - Current 12

Kenneth Bernard has no recent exams reported.
Contact Info for Kenneth M. Bernard
360 N. Main St, Suite 430, Royal Oak, MI 48067
Phone Number: 248-556-2900
Firm Website: https://www.facebook.com/bernardwealthmanagement/
Registered State(s):
  • CA
  • MI
  • TX
Current Firm Details
Bernard Wealth Management Corp.
Firm's CRD Number: 159533
360 N. Main St., Suite 430, Royal Oak, MI 48067
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $257,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MI, OH, TX

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