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Michelle Bernardi Landis

BERNARDI ASSET MANAGEMENT, LLC·NORTHFIELD, Illinois
SIE, Series 7, Series 63Clean recordBERNARDI ASSET MANAGEMENT, LLC
423 CENTRAL AVENUE, NORTHFIELD, IL 60093CRD# 1328867Firm CRD# 120110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Bernardi Landis · NORTHFIELD, IL
Registration
CRD #1328867 · BERNARDI ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BERNARDI ASSET MANAGEMENT, LLC
CRD 120110 · SEC 801-68608
AUM
$340M
Regulatory assets under management
Employees
21
158 client accounts
Services offered by BERNARDI ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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04

Frequently Asked Questions

What services does Michelle Bernardi Landis offer?
Michelle Bernardi Landis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Michelle Bernardi Landis's credentials?
Michelle Bernardi Landis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Bernardi Landis located?
Michelle Bernardi Landis is based in NORTHFIELD, Illinois, working with BERNARDI ASSET MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Michelle Bernardi Landis charge for services?
Michelle Bernardi Landis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNARDI ASSET MANAGEMENT, LLC?
BERNARDI ASSET MANAGEMENT, LLC has approximately 21 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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