Unclaimed
Matthew R. Bernhardt is a Registered Investment Advisor in Indiana. Matthew has been in the financial services industry since 2007. Currently, Matthew works for Donaldson Capital Management LLC. Previously, Matthew has worked for LPL Financial LLC and National Financial Services LLC. Matthew's primary specializations are in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Matthew is licensed in Indiana and has passed the Series 7 and Series 66 exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of the total value of assets under management is charged.
A percentage of fees under management
1
2
IN
05/22/2015 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IN
09/19/2012 - 07/28/2014
LPL FINANCIAL LLC (EVANSVILLE IN)
KY
11/27/2007 - 02/24/2011
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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