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Marla Denise Bernard

Investment adviser representative at Mesirow Financial Investment Management, Inc.
26 yearsExperience
1 stateRegistered in
$50.4BFirm assets
40 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

26 years in the industry.

  1. Mesirow Financial Investment Management, Inc.Jan 2010 to now
  2. Mesirow Financial, Inc.Jan 2000 to now

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (IL).

Mesirow Financial Investment Management, Inc.

$50.4BAssets managed
90,291Clients
88Advisers
40 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2280760
Firm CRD
111135
Advisor's SEC record (opens in a new tab)
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