Cameron Michael Bernadsky

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

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

• 02/2018 → 04/2018
  Horter Investment Management
  Cincinnati, OH
• 03/2001 → 12/2021
  Ethicon - Johnson & Johnson (Jnj)
  Cincinnati, OH
• 02/2018 → 03/2019
  The Cornerstone Group
  Centerville, OH
• 05/2018 → 08/2018
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2018 → Present
  Founders Financial Securities, Llc
  Towson, MD
• 04/2019 → Present
  Covenant Planning And Wealth Management
  Centerville, OH

Previous Registrations

• 2018-05-04 → 2018-08-20
  Ae Wealth Management, Llc
  Centerville, OH
• 2018-02-20 → 2018-04-26
  Horter Investment Management, Llc
  Centerville, OH
  Cincinnati, OH

Other Businesses

1) Covenant Planning, LLC; Covenant planning and Wealth Management; Investment Related; 1800 Lyons Road, Centerville, OH 45458; Start Date 04/19; Investments, Retirement Planning, Insurance, and Annuity Sales; VP; 40 HRS PER MONTH; 40 HRS DURING TRADING HRS; Client Acquistion and Management. 2) A CHILD'S HOPE INTERNATIONAL; NOT INVESTMENT RELATED; 2430 KEMPER ROAD CINCINNATI, OH 45241; START DATE: 10/27/2020; ADOPTION AND HUMARITARIAN; BOARD MEMBER; 2 HRS PER MONTH; 0 HRS DURING TRADING HRS; NO COMPENSATION; GENERAL BUSINESS GUIDANCE AND ADVICE. 3) 12 Stones Community Church, Non-Investment Related, 4340 Union Road, Middletown, OH 45005, Start date: 4/2024, 5 hours/month; 0 during trading hours, Treasurer. 4) 12 Stones Coffee, Non-Investment Related, 4340 Union Road, Middletown, Ohio, 45005, Business Purpose: Church owned coffee shop, Position: Officer/Treasurer, Duties: Oversees bookkeeper and advising on all business aspects of the church owned coffee shop, Hours Per Month: 5, Hour During Trading: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-06
• S65 Uniform Investment Adviser Law Examination
  2018-01-29

Designations

• Certified Financial Planner

Other Names

• Cameron Bernadsky