David Bernier is a registered investment advisor at Trustage Investment Management, based in Lansing, MI, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 349 clients with $39B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Lansing, MI
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
Icma-Rc Services, LLCBroker
CUNA Brokerage Services, INC.Broker
Fort Washington Brokerage Services, INC.Broker
Edward JonesBroker
Old Kent Financial AdvisorsBroker
Sii Investments, INC.Broker
Capital Brokerage CorporationBroker
Locust Street Securities, INC.Broker
Gna Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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