DB
DB

David Jon Bernarde

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K
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Location

Depere, WI

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

David is the owner/broker of Benefits Plus, selling fixed annuities, life & health insurance, LTC and disability insurance, and group benefit insurance plans, dedicating nearly full-time hours to this. He also helps out at the local high school and is the church treasurer, dedicating minimal time to each.

Employment History
Current Registrations
Kcd Financial, INC.
March 2013 - Present · 12 yrs 11 mos
Kcd Financial, INC.Broker
January 2012 - Present · 14 yrs 1 mo
Kcd Financial, INC.
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Packerland Brokerage Services, INC.Broker
July 2003 - December 2011 · 8 yrs 5 mos
Packerland Brokerage Services, INC.Broker
January 1999 - August 2002 · 3 yrs 7 mos
Walnut Street Securities, INC.Broker
February 1997 - December 1998 · 1 yr 10 mos
Transamerica Financial Resources, INC.Broker
September 1992 - December 1996 · 4 yrs 3 mos
Pruco Securities CorporationBroker
April 1987 - July 1992 · 5 yrs 3 mos
State Registrations6 states
CALAMINCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.