Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Grassmann is a financial advisor in Appleton, WI. Bernard is a registered Investment Advisor Representative with Johnson Wealth Inc. Bernard's firm offers financial planning, pension consulting and selection of other advisors. Bernard is also a Vice President-Retirement Plan Services Advisor at Johnson Bank. Bernard has been in the financial industry since 1985.
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
WI
01/22/2024 - Present
Johnson Wealth Inc. (Appleton WI)
IN
10/01/2015 - 10/10/2019
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
WI
12/05/2014 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
08/01/2012 - 12/31/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
07/01/1994 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (APPLETON WI)
WI
04/19/1990 - 07/01/1994
VALLEY SECURITIES, INC. (APPLETON WI)
NA
02/22/1985 - 08/22/1989
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 01/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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