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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Bernard Wealth Management Corp. financial advisors

Every SEC-registered investment adviser representative at Bernard Wealth Management Corp., by the state and city of the office they work from.

3 registered advisors work at Bernard Wealth Management Corp., in 2 states and 2 cities; the most are in Royal Oak, MI (2). 1 list the CFP designation and 0 are also registered broker representatives.

Cities with the most Bernard Wealth Management Corp. advisors

Royal Oak, MI 2Lone Tree, CO 1

Bernard Wealth Management Corp. advisors by state

Questions

How many financial advisors does Bernard Wealth Management Corp. have?

3 investment adviser representatives are registered with Bernard Wealth Management Corp., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Bernard Wealth Management Corp. have the most advisors?

Royal Oak, MI, with 2 registered advisors, then Lone Tree, CO (1). By state, Michigan has the most, with 2.

How do I find a Bernard Wealth Management Corp. financial advisor near me?

Pick your state below, then your city, to see every Bernard Wealth Management Corp. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Bernard Wealth Management Corp. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →