Zachary Bernarde
Zachary Bernarde is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milwaukee, WI, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
135 S 84th Street, Suite 135, Milwaukee, WI, 53214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary works as an associate/employee for Alliance Wealth Management Milwaukee, Inc., providing business and analytical support to clients and the financial advisor. He dedicates about half of his time to this role, both during and outside of trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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