Stephen Berard, financial advisor Eden Prairie MN

Stephen Berard

CRD Number: 6353273
Current Firm: Murphy Pohlad Asset Management LLC

Stephen Berard (CRD# 6353273) is an Investment Advisor Representative working at Murphy Pohlad Asset Management LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Murphy Pohlad Asset Management LLC Eden Prairie, MN Jan 2020 - Current 1
Rbc Capital Markets, LLC Minneapolis, MN May 2014 - Dec 2019 5
Randstad Minneapolis, MN Jan 2014 - May 2014 < 1
Robert Half Wellesley, MA Aug 2013 - Oct 2013 < 1
College Student Missoula, MT Sep 2011 - Jul 2013 1
Canyon River Golf Club Missoula, MT Jun 2011 - Sep 2011 < 1
College Student Missoula, MT Oct 2010 - May 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Stephen J. Berard
Phone Number: 952-948-2300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    398
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $1,622,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, MN

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