BA
BA
Bernard Andersen
32 Years of Experience
North Webster, IN
1 DisclosureBroker
Bernard Andersen is a registered investment advisor at Cetera Investment Advisers LLC, based in North Webster, IN, with 32 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
North Webster, IN
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Regulatory History (1)
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Customer Dispute
November 2004Denied
Other Business Activities
Bernard is a notary, a trustee for Adventist Heritage Ministries, a lay pastor, and a real estate owner. He also works as a financial professional for Summit Financial Networks, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
October 2005 - May 2021 · 15 yrs 7 mos
Summit Brokerage Services, INC.Broker
October 2004 - September 2019 · 14 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
May 1997 - October 2004 · 7 yrs 5 mos
Painewebber IncorporatedBroker
June 1993 - May 1997 · 3 yrs 11 mos
State Registrations21 states
AKARAZCOFLGAIDINMDMIMNNCNENYOKPATNTXUTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.