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Putting Your Money to Work

At First Berne Wealth Management, we offer a variety of non-deposit investment products to meet your financial needs. Please contact Kelley Tobias, Administrative Assistant at (260) 589-2151 or (800) 589-7848 x 1179 Kelley.Tobias@Ceterais.com for questions or to set up an appointment.

Wealth Management

(260) 589-2151 · (800) 589-7848 · Kelley.Tobias@Ceterais.com
Jeremy Davis | Program Manager
Wesley Privett | Designated Supervisor

  • Managed Portfolios
  • Fixed Rate Solutions
  • Life, Long Term Care, & Disability Insurance
  • Mutual Funds & Annuities
  • Pension, Retirement, 401K Plans
  • Full Service Financial Planning
  • Goal-specific Guidance
  • Sustainable Income Solutions
  • Discretionary Asset Management
  • Coordination with Your Professional Contacts
  • For additional information about our investment and insurance services provider, please visit client.adviceworks.net

First Berne Wealth Management is committed to engaging clients in a full-service financial planning process supported by professional asset management.

Check the background of this investment professional on FINRA's BrokerCheck.
Located at: 222 Heritage Trail, Berne, IN 46711. (260) 589-2151

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are:

*Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy, Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Important Information and Form CRS