Bernard G. Van Eperen

KESTRA ADVISORY SERVICES

Green Bay, WI 54180

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CRD#: 4521174

Professional summary

Bernard Gerard Van Eperen, CFP®, who also goes by Bernie Van Eperen, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Green Bay, Wisconsin and KESTRA INVESTMENT SERVICES, LLC located in Green Bay, Wisconsin.

Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Bernard has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bernie Van Eperen

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 Gerard Van Eperen's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

November 29, 2021 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 2050 Riverside Dr. Ste. 303, Green Bay, WI 54180

RIA

CRD#: 283330

Green Bay, WI

Current

November 29, 2021 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 2050 Riverside Dr Ste 303, Green Bay, WI 54301

CRD#: 42046

Green Bay, WI

Past

February 14, 2018 - December 6, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

GREEN BAY, WI

Past

February 14, 2018 - December 6, 2021

LPL FINANCIAL LLC

CRD#: 6413

GREEN BAY, WI

Past

May 1, 2012 - February 15, 2018

SII INVESTMENTS, INC.

RIA

CRD#: 2225

GREEN BAY, WI

Past

May 1, 2012 - February 14, 2018

SII INVESTMENTS, INC.

CRD#: 2225

GREEN BAY, WI

Past

February 20, 2009 - May 15, 2012

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

DE PERE, WI

Past

January 27, 2009 - May 15, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

DE PERE, WI

Past

September 21, 2007 - January 29, 2009

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

DEPERE, WI

Past

September 4, 2007 - January 27, 2009

VALMARK SECURITIES, INC.

CRD#: 31243

DEPERE, WI

Past

May 9, 2002 - September 5, 2007

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

GREEN BAY, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/29/2021)

California
(11/29/2021)

Colorado
(11/29/2021)

Florida
(1/6/2025)

Illinois
(12/16/2021)

Iowa
(3/7/2025)

Maine
(11/29/2021)

Maryland
(11/29/2021)

Michigan
(11/29/2021)

Minnesota
(12/15/2021)

Mississippi
(11/29/2021)

Montana
(1/18/2022)

North Carolina
(12/8/2021)

Oregon
(11/29/2021)

South Carolina
(10/4/2024)

Tennessee
(11/29/2021)

Virginia
(12/13/2024)

Washington
(11/29/2021)

Wisconsin
(11/29/2021)

IAR

Wisconsin
(11/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/28/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Bernard G. Van Eperen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Gerard Van Eperen's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/28/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2002

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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