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Michele M Beernink

Verdence Capital Advisors, LLC

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About Michele M Beernink

Michele Beernink is an investment advisor representative with Verdence Capital Advisors, LLC. Michele has been in the financial industry since 2009. Michele has a Series 6, 7 and 65 license as well as the Securities Industry Essentials (SIE) exam. Before joining Verdence Capital Advisors, Michele worked for LPL Financial LLC and Founders Financial Securities LLC.

Firm Information

Michele Beernink is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michele Beernink’s Registration & Firm History

MD

04/04/2023 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

05/08/2012 - 11/02/2022

LPL FINANCIAL LLC (ANNAPOLIS MD)

MD

07/27/2009 - 05/03/2012

FOUNDERS FINANCIAL SECURITIES LLC (TIMONIUM MD)

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Licenses & Designations

IA

Issued 04/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michele M Beernink.
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