Andrew Paul Niedermeier
Investment adviser representative at Bernard Wealth Management Corp.
20 yearsExperience
3 statesRegistered in
$314.2MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Bernard Wealth Management Corp.Aug 2019 to now
- Standy Properties LLCJan 2017 to now
- Charles Schwab & Co., Inc.Apr 2006 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CO, MI, TX).
Bernard Wealth Management Corp.
$314.2MAssets managed
337Clients
3Advisers
6 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
- 3008502
- Firm CRD
- 159533