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Andrew Paul Niedermeier

Bernard Wealth Management Corp.

Lone Tree, CO

CRD 3008502

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Employer firm

Bernard Wealth Management Corp. CRD 159533

$314M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bernard Wealth Management Corp.

360 N. Main St. Suite 430, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-17
CO RA APPROVED 2025-01-01
MI RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2025-04-17
  • CO RA
    APPROVED
    Since 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Lone Tree, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 04/2006 10/2018
Standy Properties Llc Lone Tree CO 01/2017 Present
Bernard Wealth Management Corp Birmingham MI 08/2019 Present
Previous Registrations
Other Businesses

1) Standy Properties LLC| Not investment related| Lone Tree, CO| Real Estate/Property Management| Partner| Start 01/01/2017| Less than 20 hours/month - 0 during trading hours| My wife, brother, and I are partners in real estate investment LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2016-09-23

View on SEC IAPD

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