MP
Michael Paul Bernard
CRD 4676663
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Kfg Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Kfg Wealth Management, Llc
Vice President, Secretary · Less than 5% · Nov 2024
-
Kfg Wealth Management, Llc
Owner · GP / trustee / elected manager · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗