Erin
Berns
Northrock Partners, LLC
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About this Advisor
Erin Berns is a financial advisor based out of Alexandria, Minnesota with 7 years of industry experience. Berns is an advisor for Northrock Partners, LLC. Over the course of their career, Berns has held roles at Bremer Bank, Lifestage Wealth Management Group LLC and Northrock Partners, LLC. Berns maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Illinois, Minnesota, Texas and Washington. Northrock Partners, LLC is a financial advisory company headquartered in Minneapolis, MN. The company has offices in four locations and a total of 131 advisors. It administers $4 billion in assets across its 9,273 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 9,273 customer accounts, 56% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Northrock Partners, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on the type of financial services offered. Fee types charged by Northrock Partners, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northrock Partners, LLC Brokerage Details
$4,191,905,300
131
9,273
$452,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Erin Berns Work History
Erin has been registered as a financial advisor for 7 years.*
Northrock Partners, LLC
Lifestage Wealth Management Group LLC
Bremer Bank
Bremer Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erin Berns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northrock Partners, LLC
Appleton, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Appleton, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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