Bernard Wealth Management Corp. Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients.  We pride ourselves on our attention to our clients’ financial issues.  At the same time, through our ongoing investment research and active portfolio management, we strive to help our clients meet their long-term goals.

Find Bernard Wealth Management Corp. employees' phone numbers or email addresses

Bernard Wealth Management Corp. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Bernard Wealth Management Corp.'s Leadership

  • Stylized image of a person
    K. B.
    President
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  • Stylized image of a person
    A. N.
    Partner & Chief Investment Officer
    Phone icon
  • Stylized image of a person
    D. H.
    Director Of Financial Planning
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  • Stylized image of a person
    L. G.
    Client Services Manager
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  • Stylized image of a person
    A. N.
    Wealth Advisor
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  • Stylized image of a person
    A. C.
    Client Service Manager & Social Media Manager
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  • Stylized image of a person
    K. L.
    Client Advisor & Compliance Analyst
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Bernard Wealth Management Corp. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Bernard Wealth Management Corp.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    President
    Phone icon
    United StatesMichigan
    Nov 28, 2025
  • Stylized image of a person
    A. N.
    Partner & Chief Investment Officer
    Phone icon
    United StatesColorado
    Jan 27, 2026
  • Stylized image of a person
    D. H.
    Director Of Financial Planning
    Phone icon
    United StatesMichigan
    Oct 31, 2025
  • Stylized image of a person
    L. G.
    Client Services Manager
    Phone icon
    United StatesMichigan
    Oct 16, 2024
  • Stylized image of a person
    A. N.
    Wealth Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. C.
    Client Service Manager & Social Media Manager
    Phone icon
    United StatesMichigan
    Nov 28, 2025
  • Stylized image of a person
    K. L.
    Client Advisor & Compliance Analyst
    Phone icon
    United StatesMichigan
    Nov 28, 2025

Frequently Asked Questions

What is Bernard Wealth Management Corp. known for?

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Bernard Wealth Management Corp. was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 360 North Main Street, Suite 430; you can contact the main corporate office by phone at . Explore Bernard Wealth Management Corp.'s company overview page for more information.

What is Bernard Wealth Management Corp.'s most common email format?

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Bernard Wealth Management Corp. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernard Wealth Management Corp. email formats with LeadIQ.

How many employees does Bernard Wealth Management Corp. have currently?

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Bernard Wealth Management Corp. has approximately 5 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Bernard Wealth Management Corp.'s key employees and leadership?

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As of January 2026, Bernard Wealth Management Corp.'s key employees include:

  • President: K. B.
  • Partner & Chief Investment Officer: A. N.
  • Director Of Financial Planning: D. H.
  • Client Services Manager: L. G.
  • Wealth Advisor: A. N.

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