Kyle Scott Bernhardt

Advisor at Edward Jones — Fort Morgan, CO Grant Street

Updated today

Credentials

Series 66

Experience

11 years

Location

Fort Morgan, CO 80701

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kyle Bernhardt is a financial advisor at Edward Jones in Fort Morgan, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices, as well as its affiliated investment and lending capabilities.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Fort Morgan, CO Grant Street

606 Grant Street

Fort Morgan CO 80701

Advisors at this office

1

Most active in

Colorado · Texas

Work history

11 years of industry experience

Edward Jones

2015 - Present • 11 years

Greeley, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Alexander S

Series 66

Fort Morgan, CO

Raymond James Financial

Alexander Strauss is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Morgan, Colorado, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of Colorado and American Family Insurance. He serves as a board member of the Sunrise Optimist Club, participating in monthly financial and project oversight meetings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal advisory services alongside specialized employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Bret P

Series 63, Series 66

Brush, CO

Raymond James Financial

Bret Poland is a financial advisor with Raymond James Financial in Brush, Colorado, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has worked at Raymond James Financial since 2009 and is also a Board Member of a local hospital foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored, non-discretionary strategies supported by advanced analytical tools.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Mark H

Series 63, Series 66

Fort Morgan, CO

Edward Jones

Mark Hough is a financial advisor with Edward Jones in Fort Morgan, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, he is co-owner of Bodyfirm Fitness Center in Fort Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

John C

Series 66

Brush, CO

Edward Jones

John Cable is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Cable served as chairman of the Baptist Foundation of Colorado and acted as clerk for the First Baptist Church in Otis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide advisor and branch network, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Marci W

Series 63, Series 66

Brush, CO

LPL Financial

Marci Wickham is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with LPL Financial since 2008, following two years at Raymond James Financial Services. Wickham Financial Inc., a separate business entity she operates, is noted for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Timothy G

CFP®, Series 63

Fort Morgan, CO

Edward Jones

Timothy Guggenmos is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1988, totaling 37 years of industry experience. He is based in Fort Morgan, CO. Outside of his advisory role, he serves as a co-trustee for a family trust managing his mother’s residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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