Pattie Berkner, financial advisor Brookings SD

Pattie Berkner

CRD Number: 6570582
Current Firm: Ameriprise Financial Services, LLC

Pattie Berkner (CRD# 6570582) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookings, SD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Brookings, SD Sep 2015 - Current 6
South Dakota State University Brookingsq, SD Aug 2013 - May 2017 3
Lantern Inn Brookings, SD May 2015 - Aug 2016 1
Dunham's Sports Brookings, SD Sep 2014 - Sep 2015 1
Berens' Grocery Milbank, SD May 2013 - Aug 2013 < 1
Milbank High School Milbank, SD Sep 2005 - May 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Pattie J. Berkner
Phone Number: 612-671-3131
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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