Colin Bernd (CRD# 7221954) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Camp Hill, PA and has over 3 years of experience in the finance industry. Colin Bernd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, LLC | Camp Hill, PA | Mar 2022 - Current | 2 |
| Thrivent Financial | Appleton, WI | Dec 2020 - Current | 3 |
| Thrivent Investment Management Inc. | Camp Hill, PA | Aug 2020 - Current | 3 |
| Thrivent Financial | Camp Hill, PA | Feb 2020 - Dec 2020 | < 1 |
| Lifeguide Financial Advisors | Mechanicsburg, PA | Oct 2019 - Dec 2019 | < 1 |
| Messiah College | Mechanicsburg, PA | Aug 2018 - Dec 2019 | 1 |
| Messiah College | Mechanicsburg, PA | Aug 2016 - Dec 2019 | 3 |
| Parker's Garage & Oyster Saloon | Beach Haven, NJ | May 2017 - Aug 2018 | 1 |
| Dock Mennonite Academy | Lansdale, PA | Jul 2003 - Jun 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- PA
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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