Benjamin Bernard (CRD# 5473002) is an Investment Advisor Representative working at Triad Advisors, LLC in Mankato, MN and has over 15 years of experience in the finance industry.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Dec 2019 - Current | 3 |
| Triad Advisors, Inc. | Norcross, GA | Mar 2014 - Dec 2019 | 5 |
| Cetera Advisor Networks | Mankato, MN | Dec 2012 - Mar 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- MN
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Total Assets Under Management2,249MILLIONS
-
Total Number of Accounts10,769ACCOUNTS
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Average Account Value$208,816
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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