AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BR

Bernard H. Ross

KBR RETIREMENT & INVESTMENT SOLUTIONS
LONDONDERRY, NH 03053
Some features on this profile are disabled
CRD#: 2780012
BR
Bernard Harold Ross IIIKBR RETIREMENT & INVESTMENT SOLUTIONS

Professional summary

Bernard Harold Ross III, who also goes by Bernard H Ross III, Bernie Ross, is a registered financial advisor currently at KBR RETIREMENT & INVESTMENT SOLUTIONS located in Londonderry, New Hampshire.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Bernard has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Bernard H Ross Iii | Bernie Ross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Harold Ross III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 1, 2011 - Present

KBR RETIREMENT & INVESTMENT SOLUTIONS

Office #1: 1b Commons Dr Unit 13a, Londonderry, NH 03053
RIA
CRD#: 126079
LONDONDERRY, NH
Past

December 21, 2022 - May 15, 2023

CS PLANNING CORP

RIA
CRD#: 149937
Londonderry, NH
Past

December 11, 2007 - May 29, 2008

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
LONDONDERRY, NH
Past

May 23, 2003 - December 31, 2010

KBR RETIREMENT & INVESTMENT SOLUTIONS

RIA
CRD#: 126079
BEDFORD, NH
Past

February 26, 2003 - December 31, 2005

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
BEDFORD, NH
Past

January 9, 2003 - March 10, 2003

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

January 2, 2001 - December 31, 2002

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
BEDFORD, NH
Past

April 19, 2000 - March 25, 2003

BCAS

RIA
CRD#: 105666
BEDFORD, NH
Past

January 8, 2000 - December 31, 2002

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

March 11, 1999 - November 8, 1999

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
READING, MA
Past

October 7, 1996 - August 25, 1998

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

August 14, 1996 - November 1, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 14, 1996 - November 1, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(2/23/2011)
IAR
New Hampshire
(1/1/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/30/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/12/2003
General Securities Principal Examination

Current Firm

KR
KBR RETIREMENT & INVESTMENT SOLUTIONS
KBR RETIREMENT & INVESTMENT SOLUTIONS | ROSS WEALTH PLANNING GROUP, LLC

CRD#: 126079 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/3/2011 Approved)
New Hampshire
Registered Investment Advisory firm - (1/1/2011 Approved)
Loading...

Contact information

Main Address
1b Commons Dr Unit 13a, Londonderry, NH 03053
Mailing Address
Po Box 419, East Derry, NH 03041
Phone number
(603) 216-6341
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts161
AUM (Assets Under Management)$ 52,822,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KBR RETIREMENT & INVESTMENT SOLUTIONS

CRD#: 126079Londonderry, NH 03053

TRUST BUT VERIFY

Monitor Bernard Ross

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
SUMMIT, NJ
MS
Mark SurrattAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
Centennial, CO
DG
Damon GeorgeAdvisorCheck Check Mark
RETIREMENT STRATEGIES
IAR
LONGVIEW, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.