TrueAdvisor
TrueAdvisor
BE
CFP
BE
CFP

Bernard Eperen

Kestra Advisory Services, LLC
24 Years of Experience
Green Bay, WI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Bernard Eperen is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Green Bay, WI, with 24 years of industry experience. Bernard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2050 Riverside Dr. Ste. 303, Green Bay, WI, 54180

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Denied
Customer Dispute
July 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bernard is an advisor with Kestra Advisory Services LLC and a co-owner and financial advisor with New Wall Street LLC, utilizing insurance products when appropriate; both activities take nearly full-time. He also co-owns multiple real estate entities and is a partner in New Wall Street Tax Services, dedicating minimal time to each.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Kestra Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - December 2021 · 3 yrs 10 mos
LPL Financial LLC
February 2018 - December 2021 · 3 yrs 10 mos
Sii Investments, INC.
May 2012 - February 2018 · 5 yrs 9 mos
Sii Investments, INC.Broker
May 2012 - February 2018 · 5 yrs 9 mos
Metlife Securities INC.
February 2009 - May 2012 · 3 yrs 3 mos
Metlife Securities INC.Broker
January 2009 - May 2012 · 3 yrs 4 mos
Valmark Advisers, INC.
September 2007 - January 2009 · 1 yr 4 mos
Valmark Securities, INC.Broker
September 2007 - January 2009 · 1 yr 4 mos
Packerland Brokerage Services, INC.Broker
May 2002 - September 2007 · 5 yrs 4 mos
State Registrations20 states
AZCACOFLIAILMDMEMIMNMSMTNCORPASCTNVAWAWI
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.
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