Bernard Wealth Management Corp.

Bernard Wealth Management Corp. (CRD# 159533) is a financial advisory firm headquartered in Royal Oak, MI. They manage $158,861,606 in 618 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
360 N. Main St., Suite 430, Royal Oak, MI 48067
https://www.facebook.com/bernardwealthmanagement/
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • 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

Financial Advisors at Bernard Wealth Management Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth Bernard, financial advisor Royal Oak MI
Kenneth M. Bernard
CRD#: 4713729
360 N. Main St, Suite 430, Royal Oak, MI 48067

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.

2
Andrew Niedermeier, financial advisor Lone Tree CO
Andrew P. Niedermeier
CRD#: 3008502
Lone Tree, CO

Andrew Niedermeier (CRD# 3008502) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Lone Tree, CO and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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