Bernard Wealth Management Corp
Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. We pride ourselves on our attention to our clients’ financial issues. At the same time, through our ongoing investment research and active portfolio management, we strive to help our clients meet their long-term goals.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- KB
Ken Bernard
President · General Business & Management
EmailPhone - DH
Deanna Harless
Director of Financial Planning · Finance & Accounting
EmailPhone - AN
Andrew Niedermeier
Partner & Chief Investment Officer · Finance & Accounting
EmailPhone - KL
Kevin Leahy
Client Advisor & Compliance Analyst · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Bernard Wealth Management Corp
4 distinct titles indexed · top 4 shown.
- 1client advisor & compliance analyst
- 1director of financial planning
- 1partner & chief investment officer
- 1president
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