Michael Karl Bernier
Investment adviser representative at Balefire, LLC
10 yearsExperience
2 statesRegistered in
$2BFirm assets
12 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Balefire, LLCJan 2024 to now
- Visionpoint Advisory Group LLCJul 2022 to now
- Bank of America N.A.Nov 2020 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 to Apr 2022
- UnemployedSep 2020 to Nov 2020
- Kiva Dunes Golf and Beach ResortMay 2020 to Sep 2020
- UnemployedFeb 2020 to May 2020
- The University of AlabamaAug 2016 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Balefire, LLC
$2BAssets managed
1,864Clients
37Advisers
12 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
- 7314161
- Firm CRD
- 168733