Mike J. Bernardy

With 15 years of financial services experience, I help individuals pursue long-term goals through investment plans tailored to their needs and risk tolerance. Having guided clients through significant market shifts, I bring the perspective needed to build balanced portfolios aligned with their objectives.

I began my financial services career as a client associate with Merrill Lynch, where I spent seven years before moving my practice to Wells Fargo Advisors in Green Bay. For 15 years, I have been proud to serve Green Bay-area investors and help them pursue their financial goals.

I earned a bachelor’s degree in business with a concentration in finance from St. Norbert College, where I was also part of the school’s first two NCAA Men’s Hockey National Championship teams. In addition to applicable securities registrations, I hold insurance licenses in multiple states.

Outside the office, I enjoy playing hockey and golf, as well as reading. I live in Green Bay with my son, Theo, and our rescue dog Harriet.

Whether you are seeking tax-deferred growth for a personal portfolio or an employee benefit plan for your business, I can help you evaluate complex options. My retirement plan experience includes traditional and Roth IRAs, Roth conversions, SEP and Keogh plans, SIMPLE plans, 401(k) plans, pensions, and profit-sharing plans.

Your financial life should not be complicated by disconnected relationships. As a Wells Fargo Advisors client, you can coordinate much of your financial life through a single point of contact—me—while benefiting from the resources of a leading financial institution. I can also connect you with Wells Fargo banking and lending affiliates to help address borrowing needs.