Mike Bernard
Associate Vice President,
Financial Advisor
Direct:
(920) 208-5797(920) 208-5797
Toll-Free:
(800) 338-6414(800) 338-6414
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: FL, NY, CO, NV, VA, OK, OH, UT, DC, AK, SC, NC, MA, TX, NM, MO, MI, IL, ID, WI, OR, CA, TN, MN, KY, IN, IA, GA, AZ, PA, NH, NE, KS, CT, WA, MT, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1647013
NMLS#: 1647013
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Biography of
Michael C. Bernard
Financial Advisor-Morgan Stanley
Mike Bernard began his career as an independent floor trader at The Chicago Board Options Exchange in
1992. During his time as a trader he was able to not only survive, but thrive in an ever-changing
landscape over the course of two decades. Mike came away with a technical understanding of both
equity and fixed-income markets, how they trade and what drives them. He also learned an invaluable
skill set relative to managing a portfolio: Mitigating risk is critical.
The one aspect missing from his time spent on the trading floor was relationship building. In 2013 he
changed roles and became a financial advisor at Wells Fargo, joining Morgan Stanley in 2017.
As a financial advisor, Mike forms meaningful relationships with existing clients, referrals and
prospective clients. He focuses on wealth management utilizing a process-driven,
client-centric and collaborative approach. Mike and his branch colleagues like to say, “We work with
our clients, not for them.”
Outside of the office, Mike is an avid fisherman, boater, golfer and enjoys coaching youth, particularly in
baseball and soccer. During his time in Chicago he coached teams, commissioned leagues and sat on the
Welles Park Parents Association (WPPA) Board over a ten-year period. More recently he has volunteered
with Big Brother’s Big Sister’s in their Lunch Buddy’s program.
Mike received his bachelor’s in urban planning and development from the University of
Wisconsin-Madison. He lives in Sheboygan, Wisconsin and has three boys-Zach, Ethan and Luke.
#3634324 12/2025
Michael C. Bernard
Financial Advisor-Morgan Stanley
Mike Bernard began his career as an independent floor trader at The Chicago Board Options Exchange in
1992. During his time as a trader he was able to not only survive, but thrive in an ever-changing
landscape over the course of two decades. Mike came away with a technical understanding of both
equity and fixed-income markets, how they trade and what drives them. He also learned an invaluable
skill set relative to managing a portfolio: Mitigating risk is critical.
The one aspect missing from his time spent on the trading floor was relationship building. In 2013 he
changed roles and became a financial advisor at Wells Fargo, joining Morgan Stanley in 2017.
As a financial advisor, Mike forms meaningful relationships with existing clients, referrals and
prospective clients. He focuses on wealth management utilizing a process-driven,
client-centric and collaborative approach. Mike and his branch colleagues like to say, “We work with
our clients, not for them.”
Outside of the office, Mike is an avid fisherman, boater, golfer and enjoys coaching youth, particularly in
baseball and soccer. During his time in Chicago he coached teams, commissioned leagues and sat on the
Welles Park Parents Association (WPPA) Board over a ten-year period. More recently he has volunteered
with Big Brother’s Big Sister’s in their Lunch Buddy’s program.
Mike received his bachelor’s in urban planning and development from the University of
Wisconsin-Madison. He lives in Sheboygan, Wisconsin and has three boys-Zach, Ethan and Luke.
#3634324 12/2025
Client Service Team
Vicky Brunner, Registered Client Service Associate
Phone:
(920) 208-2178(920) 208-2178
Email:victoria.brunner@morganstanley.com
Vicky Brunner is a Senior Registered Client Service Associate. She started her investment industry career in August 1999 at Robert W Baird. February 2001 she moved to Morgan Stanley and in 2004 received her Series 7 and 66 licenses. Vicky is usually the first line of contact assisting clients with their day-to-day financial requests. Responsibilities include on-boarding new clients, processing new accounts, asset transfers, clients’ everyday needs and office administrative duties. Vicky enjoys getting to know her clients and helping to resolve issues they may have.
Vicky holds a Bachelor of Science – Health Promotion Wellness degree from UW-Stevens Point. In her free time she enjoys running, yoga and spending time outside with family in their butterfly garden.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3663061 07/2021
Vicky holds a Bachelor of Science – Health Promotion Wellness degree from UW-Stevens Point. In her free time she enjoys running, yoga and spending time outside with family in their butterfly garden.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3663061 07/2021
Location
2124 Kohler Memorial Dr
Ste 230
Sheboygan, WI 53081
US
Direct:
(920) 208-5797(920) 208-5797
Toll-Free:
(800) 338-6414(800) 338-6414
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Mike Bernard today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
