Stephen BerardCRD 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.
Calhoun Financial Planning And Management
U.s. Bancorp Investments, Inc.
|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|
Total Assets Under Management398MILLIONS
Total Number of Accounts245ACCOUNTS
Average Account Value$1,622,767
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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