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RIA / WealthAdvisor14 years in industry

ROBERT PAUL BERNARD

Advisor at FISHER INVESTMENTS

PLANO, TX

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Search this name across graphsid dfx:ria:e208fcbb-6b31-8a0e-884c-7ca43780ef54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Sep 22, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 20, 2017
First registration: Sep 22, 2020
Dual registered: no
Other names: Robert Paul Bernard|Bob Bernard|Robert Paul Bernard
IAPD individual key: 6837709

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Jul 20, 2026	n/a	yes	PLANO, TX	Current employment
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Jun 12, 2024	Jun 9, 2026	no	PLANO, TX\|Byron, MN	Previous registration
CARLSON CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 5, 2023	Jun 11, 2024	no	Rochester, MN	Previous registration
FISHER INVESTMENTS	Independent wealth	Mar 22, 2022	Aug 9, 2023	no	Tampa, FL\|PLANO, TX	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Sep 22, 2020	Mar 15, 2022	no	Rochester, MN\|OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RETIREMENT PLANNERS OF AMERICA	FISHER INVESTMENTS	Jun 9, 2026	Jul 20, 2026	41	Firm change	RIA to RIA
CARLSON CAPITAL MANAGEMENT, LLC	RETIREMENT PLANNERS OF AMERICA	Jun 11, 2024	Jun 12, 2024	1	Firm change	RIA to RIA
FISHER INVESTMENTS	CARLSON CAPITAL MANAGEMENT, LLC	Aug 9, 2023	Oct 5, 2023	57	Firm change	RIA to RIA
THRIVENT INVESTMENT MANAGEMENT INC.	FISHER INVESTMENTS	Mar 15, 2022	Mar 22, 2022	7	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Mar 22, 2022 to Aug 9, 2023factForm ADV
→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: previous registration
Jun 12, 2024 to Jun 9, 2026factForm ADV
→ CARLSON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 5, 2023 to Jun 11, 2024factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Sep 22, 2020 to Mar 15, 2022factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Robert Paul Bernard left Retirement Planners Of America for Fisher Investments (registered 2026-07-20)
Form ADVobserved 5 days ago
Occurred
Jun 11, 2024
Advisor changed firm
Robert Paul Bernard left Carlson Capital Management, Llc for Retirement Planners Of America (registered 2024-06-12)
Form ADVobserved 5 days ago
Occurred
Aug 9, 2023
Advisor changed firm
Robert Paul Bernard left Fisher Investments for Carlson Capital Management, Llc (registered 2023-10-05)
Form ADVobserved 5 days ago
Occurred
Mar 15, 2022
Advisor changed firm
Robert Paul Bernard left Thrivent Investment Management Inc. for Fisher Investments (registered 2022-03-22)
Form ADVobserved 5 days ago