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Kenneth Mark Bernard

BERNARD WEALTH MANAGEMENT CORP.·ROYAL OAK, Michigan
Clean recordBERNARD WEALTH MANAGEMENT CORP.
360 N. MAIN ST., ROYAL OAK, MI 48067CRD# 4713729Firm CRD# 159533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Mark Bernard · ROYAL OAK, MI
Registration
CRD #4713729 · BERNARD WEALTH MANAGEMENT CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth Mark Bernard is a registered financial advisor based in ROYAL OAK, Michigan, affiliated with BERNARD WEALTH MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP.
AUM
$159M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BERNARD WEALTH MANAGEMENT CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4713729
Firm CRD# 159533
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Mark Bernard offer?
Kenneth Mark Bernard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROYAL OAK, Michigan for a consultation.
What are Kenneth Mark Bernard's credentials?
Kenneth Mark Bernard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Mark Bernard located?
Kenneth Mark Bernard is based in ROYAL OAK, Michigan, working with BERNARD WEALTH MANAGEMENT CORP.. Their office serves clients in the ROYAL OAK metropolitan area and surrounding communities.
How does Kenneth Mark Bernard charge for services?
Kenneth Mark Bernard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNARD WEALTH MANAGEMENT CORP.?
BERNARD WEALTH MANAGEMENT CORP. has approximately 5 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERNARD WEALTH MANAGEMENT CORP.

Andrew Paul Niedermeier
ROYAL OAK, MI

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