John Bernstein, financial advisor Minneapolis MN

John Bernstein

CRD Number: 7131044
Current Firm: Bernstein Financial Advisory

John Bernstein (CRD# 7131044) is an Investment Advisor Representative working at Bernstein Financial Advisory in Minneapolis, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bernstein Financial Advisory, LLC Minneapolis, MN Jun 2019 - Current 5
Bernstein Financial Advisory, LLC Minneapolis, MI Apr 2019 - Current 5
Time Off Minneapolis, MN Jul 2016 - Mar 2019 2
Sit Investment Associates Minneapolis, MN Mar 1995 - Jul 2016 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for John Bernstein
Phone Number: 612-315-9950
Registered State(s):
  • MN
Current Firm Details
Bernstein Financial Advisory
Firm's CRD Number: 304560
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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