KB
Kenneth M. Bernard
BERNARD WEALTH MANAGEMENT
Royal Oak, MI 48067
Some features on this profile are disabled
CRD#: 4713729
KB
Professional summary
Kenneth Mark Bernard, who also goes by Ken M Bernard, Ken Bernard, Kenneth M Bernard, is a registered financial advisor currently at BERNARD WEALTH MANAGEMENT CORP. located in Royal Oak, Michigan.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kenneth has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken M Bernard | Ken Bernard | Kenneth M Bernard
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.
Kenneth Bernard is licensed for life insurance in the State of Michigan.
The business is not investment related. He is appointed with the following insurance companies:
Jackson National Life
1 Corporate Way
Lansing, MI 48951
Brighthouse Financial
4700 Westown Parkway, Suite 200
West Des Moines, IA 50266
Business is generally conducted at this address:
600 South Adams Road, Suite 100
Birmingham, MI 48009
Initially licensed in July, 2015.
Hours spent: 0-2 hours/month
Hours during the trading day: 0-2 hours/month
Mr. Bernard recommends life insurance products. He may earn commissions on the sale of said products if purchased through Mr. Bernard.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Mark Bernard'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®
NoneExperience
Current
December 6, 2011 - Present
BERNARD WEALTH MANAGEMENT CORP.
Office #1: 360 N. Main St Suite 430, Royal Oak, MI 48067RIA
CRD#: 159533
Royal Oak, MI
Past
February 10, 2010 - November 14, 2011
GPM GROWTH INVESTORS, INC.
RIA
CRD#: 107645
FARMINGTON HILLS, MI
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".
BW
BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP.
CRD#: 159533 / SEC#: 801-119146
RIA
Registered Investment Advisory firm - (7/24/2020 Approved)California
Registered Investment Advisory firm - (9/13/2020 Terminated)Michigan
Registered Investment Advisory firm - (8/14/2020 Terminated)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
California(6/4/2019)
IAR
Michigan(12/6/2011)
IAR
Texas(4/15/2025)
Exams
Current Firm
BW
BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP.
CRD#: 159533 / SEC#: 801-119146
RIA
Registered Investment Advisory firm - (7/24/2020 Approved)California
Registered Investment Advisory firm - (9/13/2020 Terminated)Michigan
Registered Investment Advisory firm - (8/14/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
360 N. Main St. Suite 430, Royal Oak, MI 48067
Mailing Address
Phone number
(248) 556-2900
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 278,366,122 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
