Michael Bernard

Financial Advisor at Wells Fargo Advisors, LLC

Financial Adviser at Wells Fargo Advisors in Sheboygan, WI

About

Relationship-driven Financial Advice: Work with clients regarding wealth management, banking and insurance needs. I spent 20-plus years as an independent floor trader on the Chicago Board Options Exchange (CBOE). During this time, I was able to not only survive but thrive. I came away with a comprehensive technical understanding of markets, how they trade, what drives them; I also learned how to manage a portfolio with mitigating risk being paramount. The one aspect missing from my time on the trading floor was relationship building; I was an individual trading my own account. With my career at Wells Fargo Advisors, I can form meaningful relationships that go well beyond managing money with my clients. I welcome the opportunity to have a conversation, get to know you and ultimately . . . work together. Contact info: (920)208-4688(w) michael.bernard@wfadvisors.com

Contact
Click for phone number
(920) 208-4688
Address
909 N 8th St Ste 100 in Sheboygan, WI 53020
Info
Languages: Spanish

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Candi

Answered by Michael Bernard
Financial Adviser in Sheboygan, WI
Candi, How old are you and how much money do you have in your 401k plan? I would need to know some more detail before I would advise you. Mike
Investing & Retiring Retirement
3

Specialties

  • Equities
  • Risk Management

Credentials

Licenses

Series 66
Series 7

Background

Experience

CBOE
Financial Advisor

Education

University of Wisconsin-Madison