My Team

As a Financial Representative for Northwestern Mutual, David is committed to helping his clients make their vision a reality. Whether you are concerned for your own financial needs or those of your family or business, He is dedicated to providing excellent customer service to all of his clients. He does not do this alone. Below you will find a list of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.






David L Bernhardt

Administrative Assistant
Office 919-755-3204
David L Bernhardt

David L Bernhardt, CLU®, CLTC®

Wealth Management Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.