Bernadette Herzog, financial advisor North Mankato MN

Bernadette Herzog

CRD Number: 2111897
Current Firm: Cetera Investment Advisers LLC

Bernadette Herzog (CRD# 2111897) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Mankato, MN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2015 - Current 8
Bernadette Herzog Insurance Agency, LLC North Mankato, MN Oct 2013 - Current 10
Bernadette H. Herzog Cpa Mankato, MN Jan 1981 - Current 43
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Nov 2015
S63 Uniform Securities State Law Examination Aug 2015
Contact Info for Bernadette H. Herzog
Phone Number: 888-528-2987
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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