MB
MB
Marcelo Bernardo is a registered investment advisor, based in Omaha, NE, with 33 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 1999Award / Judgment
Other Business ActivitiesSells Insurance
Marcelo is an insurance agent selling life, annuities, and long-term care since 1993. He also works as a wealth advisor for CWM, LLC DBA Carson Partners and Applied Financial Planning, dedicates time to The Money Guys radio show, owns MB10 LLC for expense management, and owns AFPWM, LLC for tax and succession purposes.
Employment History
Current Registrations
Cwm, LLC
October 2020 - Present · 5 yrs 7 mos
Cetera Wealth Services, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Applied Financial Planning, INC.
December 2009 - November 2020 · 10 yrs 11 mos
LPL Financial LLC
September 2008 - October 2020 · 12 yrs 1 mo
LPL Financial LLCBroker
September 2008 - October 2020 · 12 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - September 2008 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2008 · 1 yr 4 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
Citicorp Investment Services
April 2006 - May 2007 · 1 yr 1 mo
CUNA Brokerage Services, INC.Broker
March 2004 - February 2006 · 1 yr 11 mos
CUNA Brokerage Services, INC.
February 2004 - February 2006 · 2 yrs
Wachovia Securities, LLC
January 2001 - January 2004 · 3 yrs
Wachovia Securities, LLCBroker
September 1999 - January 2004 · 4 yrs 4 mos
Wm Financial Services, INC.Broker
May 1998 - September 1999 · 1 yr 4 mos
Great Western Financial Securities CorporationBroker
July 1992 - May 1998 · 5 yrs 10 mos
State Registrations4 states
AZCAMTTX
AdvisorBrokerBoth
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
No exam information available for this advisor.