BV
Bernard G. Van Eperen
KESTRA ADVISORY SERVICES
Green Bay, WI 54180
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CRD#: 4521174
BV
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.
Name: KESTRA ADVISORY SERVICES LLC POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/29/2021 ADDRESS: 5707 SW Parkway, Bldg 2 Ste $00, Austin TX 78735, United States DESCRIPTION: Client Advisor Name: NEW WALL STREET LLC POSITION: Co-owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/29/2021 ADDRESS: 2050 Riverside Dr, Ste. 303, Green Bay WI 54301, United States DESCRIPTION: co-owner and financial advisor (CFP) with this entity. meet with clients and manage assets. utilize insurance products when appropriate. Name: NEW WALL STREET PROPERTIES LLC POSITION: Co-owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2021 ADDRESS: 2050 Riverside Dr, Ste. 303, Green Bay WI 54301, United States DESCRIPTION: Renting offices and selling condos (Through a real estate agent) Name: ALLOUEZ BUSINESS CENTER LLC POSITION: Co-owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2021 ADDRESS: 2050 Riverside Dr, Ste. 303, Green Bay WI 54301, United States DESCRIPTION: Leasing offices and calling contractors if repairs are needed. Name: 858 HANSEN RD LLC POSITION: Co-owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2021 ADDRESS: 858-860 Hansen Road, Green Bay WI 54304, United States DESCRIPTION: Lease property and coordinate maintenance Name: NEW WALL STREET TAX SERVICES POSITION: Partner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2021 ADDRESS: 2050 Riverside Dr, Ste. 303, Green Bay WI 54301, United States DESCRIPTION: Tax Preparer Name: 1057 CRESTVIEW LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 1057 Crestview Drive, Wrightstown WI 54180, United States DESCRIPTION: Owner
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Gerard Van Eperen'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®
CFP®
Start date: 2007
Experience
Current
November 29, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2050 Riverside Dr. Ste. 303, Green Bay, WI 54180RIA
CRD#: 283330
Green Bay, WI
Current
November 29, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2050 Riverside Dr Ste 303, Green Bay, WI 54301BD
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
BD
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.
BD
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.
BD
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.
BD
CRD#: 31243
DEPERE, WI
Past
May 9, 2002 - September 5, 2007
PACKERLAND BROKERAGE SERVICES, INC.
BD
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".
KA
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.RR
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
RR
Arizona(11/29/2021)
RR
California(11/29/2021)
RR
Colorado(11/29/2021)
RR
Florida(1/6/2025)
RR
Illinois(12/16/2021)
RR
Iowa(3/7/2025)
RR
Maine(11/29/2021)
RR
Maryland(11/29/2021)
RR
Michigan(11/29/2021)
RR
Minnesota(12/15/2021)
RR
Mississippi(11/29/2021)
RR
Montana(1/18/2022)
RR
North Carolina(12/8/2021)
RR
Oregon(11/29/2021)
RR
South Carolina(10/4/2024)
RR
Tennessee(11/29/2021)
RR
Virginia(12/13/2024)
RR
Washington(11/29/2021)
RR
Wisconsin(11/29/2021)
IAR
Wisconsin(11/29/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
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)Upgrade to AdvisorCheck Premium
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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)
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 |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
