William John Bernhardt

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Renaissance Benefit Advisors, Inc
  Warrington, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Warrington, PA
• 05/2004 → Present
  Kestra Investment Services, Llc
  Warrington, PA

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: NFP Executive Benefits/MyDeferral Investment Related: Yes Address: 2500 York Road suite 210 jamison PA 18929 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 8/21/2002 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: NQDC consulting and administration and third party plan administration

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-28

Designations

• Chartered Financial Analyst

Other Names

• Bill Bernhardt