President · Bernard Wealth Management Corp.
Kenneth M. Bernard
CRD 4713729 · Named on Form ADV at one SEC-registered adviser
At a glance
Bernard Wealth Management Corp., an SEC-registered wealth manager based in Royal Oak, MI with $314 million in regulatory assets, lists Kenneth M. Bernard on its Form ADV as President, a control person.
Firms and roles
- Bernard Wealth Management Corp.PresidentWealth manager · Royal Oak, MI · $314M in regulatory assets
AtlasMembers
Kenneth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Andrew P. NiedermeierChief Investment Officer, Bernard Wealth Management Corp.
- Deanna J. HarlessDirector of Financial Planning, Bernard Wealth Management Corp.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.