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”;
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Advisory Corporation, Legend Equities Corporation or any of their affiliates”
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