Gregory Lloyd Bernhardt

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 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

• 09/1994 → Present
  Clayton Consulting Group
  Walnut Creek, CA
• 07/2013 → 06/2022
  Npb Financial Group, Llc
  Burbank, CA
• 06/2022 → 06/2022
  Kingswood Capital Partners, Llc
  Walnut Creek, CA
• 06/2022 → Present
  Npb Financial Group, Llc
  Burbank, CA
• 07/2022 → Present
  Independent Financial Group, Llc
  Walnut Creek, CA

Previous Registrations

• 2022-06-30 → 2022-07-15
  Npb Financial Group, Llc
  Burbank, CA
  Walnut Creek, CA
• 2016-09-14 → 2022-06-22
  Npb Financial Group, Llc
  Walnut Creek, CA
• 2009-11-12 → 2013-02-19
  Spc
  Walnut Creek, CA
• 2008-02-08 → 2009-07-14
  Msi Financial Services, Inc.
  San Jose, CA
• 2005-01-12 → 2007-12-31
  Investors Capital Corp.
  Tulsa, OK
  Pleasant Hill, CA
• 2003-09-26 → 2004-12-31
  Eastern Point Advisors Inc.
  Pleasant Hill, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-03-19

Designations

• Certified Financial Planner

Other Names

• Greg Bernhardt