Bart Fernelius

Background

About Bart Fernelius

Bart’s vast experience as a Certified Financial Planner has spanned more than 30 years. He set the groundwork for his career by earning a degree in Finance with an emphasis in Financial Planning from Brigham Young University. His work with credit union members led him to specialize in strategic retirement planning. He now advises members how to minimize estate and income taxes while maximizing investment returns. When not providing financial services advice, Bart enjoys boating, hiking, and spending time with his family. Bart’s proven real-world expertise is perfect for your retirement planning and other financial needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Kinecta Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Kinecta Federal Credit Union and are not endorsed, recommended or guaranteed by Kinecta Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.