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Steven Harold Berner

KMG Fiduciary Partners, LLC

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About Steven Harold Berner

Steven Berner is an Investment Advisor Representative at KMG Fiduciary Partners, LLC. Steven has been in the financial services industry since 1994 and is a Certified Financial Planner. Steven has expertise in various areas, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Steven Berner is currently registered with KMG Fiduciary Partners, LLC. KMG Fiduciary Partners, LLC is an investment advisor headquartered in Toledo, OH. They manage approximately $1.26 billion in assets for individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and selection of other advisors.
KMG Fiduciary Partners, LLC

7530 KINGS POINTE ROAD

TOLEDO, OH 43617

$1.26B

Assets Under Management

Not reported

Total Clients

11

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.

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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Steven Berner’s Registration & Firm History

OH

12/04/2024 - Present

KMG Fiduciary Partners, LLC (TOLEDO OH)

MI

11/05/2010 - 01/21/2020

MORGAN STANLEY (BIRMINGHAM MI)

MI

01/02/2004 - 11/12/2010

UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)

NY

06/02/2000 - 01/07/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

MI

02/25/1994 - 06/02/2000

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 12/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 09/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Harold Berner. Review regulatory record here.
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