Tonya Ngoc Bernhardt
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCApr 2026 to now
- LPL Financial dba Kupono Wealth PlanningJan 2026 to now
- HomemakingJan 2024 to Dec 2025
- Magnit Global LLCApr 2023 to Dec 2023
- Umoja LabsDec 2021 to Jun 2023
- Sudokrew SolutionsFeb 2020 to Dec 2021
- HomemakingJun 2018 to Feb 2020
- Ematic SolutionsJan 2017 to May 2018
- Revolusun LLCOct 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (HI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8205124
- Firm CRD
- 6413