Bernard Gerard Van Eperen, CFP | Financial Professional | Green Bay, Wisconsin | KESTRA ADVISORY SERVICES, LLC

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Contact Information

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Disclosures on record.

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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Credentials

CFP®

Certified Financial PlannerSince 2007

Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

2050 Riverside Dr. Ste. 303, Green Bay, WI 54180

November 29, 2021 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

2050 Riverside Dr Ste 303, Green Bay, WI 54301

November 29, 2021 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Green Bay, WI

February 14, 2018 - December 6, 2021

LPL FINANCIAL LLCPast·CRD# 6413

BD

Green Bay, WI

February 14, 2018 - December 6, 2021

SII INVESTMENTS, INC.Past·CRD# 2225

RIA

Green Bay, WI

May 1, 2012 - February 15, 2018

SII INVESTMENTS, INC.Past·CRD# 2225

BD

Green Bay, WI

May 1, 2012 - February 14, 2018

MSI FINANCIAL SERVICES, INC.Past·CRD# 14251

RIA

De Pere, WI

February 20, 2009 - May 15, 2012

MSI FINANCIAL SERVICES, INC.Past·CRD# 14251

BD

De Pere, WI

January 27, 2009 - May 15, 2012

VALMARK ADVISERS, INC.Past·CRD# 108050

RIA

Depere, WI

September 21, 2007 - January 29, 2009

VALMARK SECURITIES, INC.Past·CRD# 31243

BD

Depere, WI

September 4, 2007 - January 27, 2009

PACKERLAND BROKERAGE SERVICES, INC.Past·CRD# 37031

BD

Green Bay, WI

May 9, 2002 - September 5, 2007

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

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

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

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

Pennsylvania
(2/27/2026)

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)

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.