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M3 Investment Services Rob Bernhardt, CRC

M3 Investment Services Rob Bernhardt, CRC

Location

990 N Main St Royal Oak MI United States 48067

Opening Hours


Parking : Private Lot, Street


About Business

Robert Bernhardt is a Certified Retirement Counselor® specializing in increasing the Retirement Readiness of his clients. He is the Manager of M3 Investment Services, offering the products and services of The Legend Group. The Legend Group is an independent 403(b) provider to over seventy school districts in South Eastern Michigan and the Muskegon, Michigan area.

Since 2005, Robert has been working with teachers and administrators in the K-12 market. Robert oversees daily office operations and works to cultivate new and current relationships with school districts and administrators. He is committed to staying informed of changes to employee benefit plans and investment products, finding new investment opportunities for participants and keeping current on financial issues that affect the specific needs of Michigan educators.

Robert holds Series 7, 65 and 63 securities registrations and a life and health insurance license. He is a member of the National Tax Deferred Savings Association (NTSA), where he serves on the Conference Advisory Committee and a member of the Michigan Association of Retired School Personnel (MARSP).

Robert graduated from Troy Athens high school, received a Bachelor of Science from Eastern Michigan University in 1995 and is a member of Sigma Nu Fraternity. While away from the office he enjoys golfing, Scouting with his son and spending time with his family.

“Advisory services offered through Legend Advisory Corporation, a registered investment adviser”
“Securities offered through Legend Equities Corporation, member FINRA/SIPC”;
“The views and opinions expressed on this page are mine alone and do not represent the official views of Legend
Advisory Corporation, Legend Equities Corporation or any of their affiliates”
M3 Investment Services is not affiliated with Legend Advisory
Corporation, Legend Equities Corporation or any of their affiliates.
No client was compensated to follow this page or connect with me. The appearance of those people that have
chosen to follow this page or connect with me is not an endorsement of me, M3 Investment Services
or Legend Advisory Corporation, Legend Equities Corporation or any of their affiliates. It is not known
whether such individuals approve or disapprove of our services.
Due to industry regulations, please do not post any comments on this page.


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