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David Richard Bernier

Trustage Investment Management

Lansing, MI

Madison, WI

CRD 1422500

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Employer firm

Trustage Investment Management CRD 105960

$39.5B regulatory AUM 106 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Trustage Investment Management

5910 Mineral Point Rd, Madison, WI 53705 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-12-22
  • MI RA
    APPROVED
    Since 2020-12-22

Branch Locations

Lansing, MI • United States

5910 Mineral Point Rd, Madison, WI 53705 • 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
Cuna Mutual Group Waverly IA 07/2016 Present
Cuna Brokerage Services, Inc. Waverly IA 07/2016 Present
  • 07/2016 → Present
    Cuna Mutual Group
    Waverly, IA
  • 07/2016 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
S63 Uniform Securities Agent State Law Examination 2016-09-22
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
  • S63 Uniform Securities Agent State Law Examination
    2016-09-22

View on SEC IAPD

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