Bernard
Kroll
Spire Wealth Management, LLC
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About this Advisor
Bernard Kroll is a financial advisor based in Henrico, Virginia, working with Spire Wealth Management, LLC. Bernard has previously held positions at Wells Fargo Clearing Services, LLC, Spire Securities, Mass Mutual Life Insurance Company, and Mml Investors Services. Bernard has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Bernard is part of Spire Wealth Management, LLC, which operates out of Henrico, Virginia. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$4,777,743,993
165
15,951
$299,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Bernard Kroll Work History
Spire Securities
Wells Fargo Clearing Services, LLC
Mml Investors Services
Mass Mutual Life Insurance Company
Student
Disclosures
Please visit the SEC profile of Bernard Kroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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