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Kenneth Mark Bernard

BERNARD WEALTH MANAGEMENT CORP.·ROYAL OAK, Michigan
Clean record16 years registeredBERNARD 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. · 16 years registered
Brand Profile
Not yet started
01

Career History

BERNARD WEALTH MANAGEMENT CORP.
Dec 2011 – present
GRIFFIN PORTFOLIO MANAGEMENT CORP
Feb 2010 – Nov 2011
FARMINGTON HILLS, MI
02

Registrations & Exams

Registration record
First registered · February 10, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BERNARD WEALTH MANAGEMENT CORP.
CRD 159533 · SEC 801-119146
AUM
$159M
Regulatory assets under management
Employees
5
618 client accounts
Services offered by BERNARD WEALTH MANAGEMENT CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BERNARD WEALTH MANAGEMENT CORP. →
Introduction

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05

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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