Bernard Gerard Van Eperen

Current Employers

Employment History

• 05/2012 → 02/2018
  Sii Investments, Inc.
  Green Bay, WI
• 02/2018 → 11/2021
  Lpl Financial Llc
  Green Bay, WI
• 11/2021 → Present
  Kestra Advisory Services Llc
  Green Bay, WI
• 11/2021 → Present
  Kestra Investment Services Llc
  Green Bay, WI

Previous Registrations

• 2018-02-14 → 2021-12-06
  Lpl Financial Llc
  Green Bay, WI
• 2012-05-01 → 2018-02-15
  Sii Investments, Inc.
  New Smyrna Beach, FL
  Parkersberg, WV
  Clearwater, FL
  Green Bay, WI
  Appleton, WI
• 2009-02-20 → 2012-05-15
  Msi Financial Services, Inc.
  De Pere, WI
• 2007-09-21 → 2009-01-29
  Valmark Advisers, Inc.
  Depere, WI

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-28

Designations

Other Names

• Bernie Van Eperen