Renate Bernard
Renate Bernard is a registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 27 years of industry experience. Renate 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
Firm Size
IM Fee
Assets Under Management
Location
901 Wilshire Drive Ste 500, Troy, MI, 48084
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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 →Other Business ActivitiesSells Insurance
Renate operates under Etaner Financial Services for fixed insurance sales and securities business, and sells fixed insurance (life, disability, annuities, and long-term care) with various companies, dedicating about a quarter of their time. Renate also has several other business activities including referrals for estate planning, sales of goods on eBay, real estate rental, co-trustee of a family trust, wholesale/retail pretzel sales, and rental income management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities CorporationBroker
Signator Investors, INC.Broker
MML Investors Services, INC.Broker
State Registrations19 states
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