David Richard Bernier

Trustage Investment Management

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Trustage Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

363 clients

Average Client Portfolio

$102.6M average

Assets Under Management

$37.3B

Fee Structure

Financial Planning:Investment management only

Location

Lansing, MI

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Trustage Investment Management

December 2020 - Present · 5 yrs 2 mos

CUNA Brokerage Services, INC.

September 2016 - Present · 9 yrs 5 mos

CUNA Brokerage Services, INC.Broker

September 2016 - Present · 9 yrs 5 mos

Previous Registrations

CUNA Brokerage Services, INC.

December 2020 - March 2023 · 2 yrs 3 mos

Icma-Rc Services, LLCBroker

October 2008 - December 2009 · 1 yr 2 mos

CUNA Brokerage Services, INC.Broker

January 2005 - September 2008 · 3 yrs 8 mos

Fort Washington Brokerage Services, INC.Broker

June 2003 - January 2005 · 1 yr 7 mos

Edward JonesBroker

November 2000 - June 2003 · 2 yrs 7 mos

Old Kent Financial AdvisorsBroker

July 1999 - November 2000 · 1 yr 4 mos

Sii Investments, INC.Broker

January 1999 - July 1999 · 6 mos

Capital Brokerage CorporationBroker

June 1996 - January 1999 · 2 yrs 7 mos

Locust Street Securities, INC.Broker

November 1995 - May 1996 · 6 mos

Gna Securities, INC.Broker

September 1990 - October 1995 · 5 yrs 1 mo

Metlife Securities INC.Broker

March 1989 - June 1989 · 3 mos

Metropolitan Life Insurance CompanyBroker

March 1989 - June 1989 · 3 mos

State Registrations51 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.