Western Investments

Bernie works with clients to manage their investment portfolios using an array of investment and insurance products to help them pursue their financial goals.

Bernie brings almost 20 years of experience in the finance industry to Western Investments and is a proud Veteran of the United States Army. Originally from Colorado, Bernie now resides in Queen Creek with his wife and two children.

*Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Important Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Western State Bank and Western Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Western Investments, and may also be employees of Western State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Western State Bank or Western Investments. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Georgia, Illinois, Minnesota, Montana, Nevada, North Carolina, North Dakota, South Dakota, Wyoming.