Bryan BernsteinCRD Number: 6066445
Current Firm: Ifs Advisory, LLC
Bryan Bernstein (CRD# 6066445) is an Investment Advisor Representative working at Ifs Advisory, LLC in Fort Wayne, IN and has over 3 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Summit Brokerage Services Inc.||Fort Wayne, IN||Sep 2014 - Current||3|
|Summit Financial Group||Fort Wayne, IN||Sep 2014 - Current||3|
|Lpl Financial||Fort Wayne, IN||Nov 2012 - Sep 2014||1|
|Unemployed||Fort Wayne, IN||Feb 2012 - Nov 2012||< 1|
|Social Security Administration||Fort Wayne, IN||Aug 1991 - Feb 2012||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management90MILLIONS
Total Number of Accounts498ACCOUNTS
Average Account Value$180,842
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV