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Bernard Wealth Management Corp. CRD 159533
$314M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
360 N. Main St. Suite 430, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| CA | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
360 N. Main St Suite 430, Royal Oak, MI 48067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernard Wealth Management Corp. | Birmingham | MI | 11/2011 | Present |
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.
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