PERSONALIZED INVESTMENT STRATEGIES

CONNECT

Address:

990 N. Main Street
Royal Oak, MI 48067

Phone:

248-543-3400

Fax/Other:

248-543-3402

Robert Bernhardt, CRC®

Robert Bernhardt, CRC®

Registered Representative and Investment Adviser Representative

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 Lincoln Investment.  With almost 50 years of proven industry leadership and expertise in delivering investment strategies, Lincoln Investment is a leading broker/dealer.

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.

Phone 248.543.3400
Fax 248.543.3402
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck