Advisor at Bernstein Financial Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bernstein Financial Advisory
Location
Minneapolis, MN
Credentials
Series 65
Industry experience
6 years
John Bernstein is the sole advisor at Bernstein Financial Advisory in Minneapolis, MN, holding a Series 65 designation with six years of industry experience. He previously worked at Sit Investment Associates for 21 years before a three-year break from the industry. Bernstein Financial Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, entrepreneurs, small business owners, charitable organizations, and other business entities. The firm’s approach includes fundamental analysis, long-term purchase strategies, and option writing tailored to each client’s goals, with both discretionary and non-discretionary management options, as well as public educational seminars and workshops.
Based on Bernstein Financial Advisory
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% Over $10,000,000+: 0.75%
$250 per hour for financial planning
Account minimum: $250,000 Fee-only: Financial planning charged at $250 per hour
Minneapolis, MN
Minnesota · Texas
Bernstein Financial Advisory, LLC
2019 - Present (7 years)
Bernstein Financial Advisory, LLC
2019 - Present (7 years)
Time off
2016 - 2019 (3 years)
Sit Investment Associates
1995 - 2016 (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
Series 63, Series 65
Plymouth, MN
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CFA®
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Series 63, Series 65
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MPM Financial Corporation
CFP®, Series 63
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The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
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