Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Gerard Van eperen is a financial advisor with Kestra Advisory Services, LLC. Bernard has been in the financial services industry since 2002 and is a Certified Financial Planner. Bernard is registered in 16 states, including Wisconsin, Texas, California, and Illinois. Bernard is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Bernard's goal is to help clients reach their financial goals through personalized financial plans and strategies. Bernard has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. Bernard is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
12/09/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
WI
02/14/2018 - 12/06/2021
LPL FINANCIAL LLC (GREEN BAY WI)
WI
05/01/2012 - 02/14/2018
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
01/27/2009 - 05/15/2012
METLIFE SECURITIES INC. (DE PERE WI)
WI
09/04/2007 - 01/27/2009
VALMARK SECURITIES, INC. (DEPERE WI)
WI
05/09/2002 - 09/05/2007
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
BC
Issued 05/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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