Kenneth Mark Bernard
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ken M Bernard, Ken Bernard, Kenneth M Bernard
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BERNARD WEALTH MANAGEMENT CORP.
Contact Information
Main Address
360 N. Main St. Suite 430, Royal Oak, MI 48067Phone Number
(248) 556-2900# of Employees
4SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
848AUM (Assets Under Management)
$314,245,504Similar Advisors
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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.
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Primary Firm SEC Registration
BERNARD WEALTH MANAGEMENT CORP.
State Registrations and Notice Filings
(6/4/2019)
(12/6/2011)
(4/15/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Mark Bernard's CRS (Customer Relationship Summary).
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