Benjamin BernardCRD Number: 5473002
Current Firm: Triad Advisors, LLC
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.
Ameriprise Financial Services, LLC
The Sherwin Group
|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|
Total Assets Under Management2,249MILLIONS
Total Number of Accounts10,769ACCOUNTS
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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