David Jon Bernarde

Current Employers

Employment History

• 01/2012 → Present
  Kcd Financial, Inc.
  Depere, WI
• 03/2001 → Present
  Benefits Plus
  Depere, WI

Other Businesses

(1)BENEFITS PLUS, INVESTMENT RELATED, DEPERE, WI 54115. INSURANCE SALES, OWNER/BROKER. START DATE 1-12-12, 30 TO 42 HOURS PER WEEK OF WHICH 20 TO 30 HOURS ARE DURING MARKET HOURS. SALE OF FIXED ANNUITIES, LIFE & HEALTH INSURANCE, LTC AND DISABILITY INSURANCE, AND GROUP BENEFIT INSURANCE PLANS. (2)WEST DEPERE SCHOOL DISTRICT, NOT INVESTMENT RELATED, 665 GRANT STREET, DEPERE, WI 54115. HIGH SCHOOL, MIDDLE SCHOOL, HELP OUT BY RUNNING EVENTS AT LOCAL HIGH SCHOOL. START 4-1-13, 2-3 HOURS PER EVENING AND SOMETIMES ON WEEKENDS DURING THE WINTER MONTHS OF WHICH NO HOURS PER WEEK ARE DURING MARKET HOURS. DUTIES INCLUDE ANNOUNCER, EVENT MANAGER, STATION MANAGER, SECURITY, AND GENERAL TROUBLE SHOOTING. RECEIVE A NOMINAL FEE. (3)Church treasurer at New Hope United Methodist Church, 1950 Dickinson Rd, De Pere WI 54115. No cash handling, No financial decisions. Report to Finance Chairperson. No discretion. 2 hours per week during non-market hours. Not compensated. (4)Benefits Plus Tax Planning by R&D Tax Strategists, NOT investment related. Compensated for life insurance and fixed annuity sales as a result of tax planning, 10 hours per week of which 5 hours are during market hours. Potential income from R&D Tax Strategists as it could lead to life insurance sales..

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-08
• S63 Uniform Securities Agent State Law Examination
  1987-03-30

Other Names

• David J Bernarde