Berno Financial Management Inc.

Berno Financial Management Inc. (CRD# 107425) is a financial advisory firm headquartered in Cincinnati, OH. They manage $162,461,556 in 520 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Berno Financial Management Inc.
Showing 1 - 1 of 1 top financial advisors.
Bruce J. Berno
CRD#: 2050975
7454 Jager Court, Cincinnati, OH 45230

Bruce Berno (CRD# 2050975) is an Investment Advisor Representative working at Berno Financial Management Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Bruce Berno 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.

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