Eric Bernal (CRD# 4201389) is an Investment Advisor Representative working at Johnson Wealth Inc. in Racine, WI and has over 23 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Bank | Racine, WI | Apr 2021 - Current | 3 |
| Johnson Wealth Inc. | Racine, WI | Aug 2018 - Current | 5 |
| Johnson Bank | Racine, WI | May 2018 - Apr 2021 | 2 |
| Oak Creek-franklin School District | Oak Creek, WI | Jan 2017 - May 2018 | 1 |
| Charles Schwab Bank | Milwaukee, WI | Feb 2005 - May 2018 | 13 |
| Charles Schwab & Company, Inc. | Milwaukee, WI | Mar 2004 - May 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- WI
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Total Assets Under Management8,436MILLIONS
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Total Number of Accounts2,516ACCOUNTS
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Average Account Value$3,352,928
- A percentage of assets under your management
- 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)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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