Advisor at MWM Wealth Advisory, LLC
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
MWM Wealth Advisory, LLC
Location
Plymouth, MN 55446
Credentials
Series 63, Series 66
Industry experience
26 years
Nathan Millerbernd is the sole advisor at MWM Wealth Advisory, LLC in Plymouth, MN, holding Series 63 and 66 designations with 26 years of industry experience. His prior roles include positions at Harbour Investments, Rivercrest Financial Group, and VOYA Financial Advisors. Outside of advisory work, he is involved in managing farmland through Greenfield Harvest, LLC, and oversees vacation property operations with N8 Vacation Properties, LLC. MWM Wealth Advisory provides fee-based investment management and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and qualified retirement plans. The firm operates primarily on a non-discretionary basis, managing approximately $130 million in non-discretionary assets and offering services such as investment policy development, monitoring, and participant education.
Based on MWM Wealth Advisory, LLC
$0.00 - $3,000,000: 0.50% annually $3,000,001 - $5,000,000: 0.45% annually $5,000,001 - $15,000,000: 0.40% annually $15,000,001 - $25,000,000: 0.35% annually $25,000,001 - $35,000,000: 0.30% annually Over $35,000,000+: 0.20% annually
Investment advisor representatives may receive commissions for sale of securities as registered representatives of Harbour Investments, Inc.; insurance commissions also possible.
Fee-only: Fee-based investment management; no commissions on asset management services; insurance services may be offered for a fee separately.
18200 45 Th Ave North, Suite 100 A
Plymouth, MN 55446
Minnesota · Texas
N8 Vacation Properties, Llc
2024 - Present (2 years)
Greenfield Harvest, LLC
2023 - Present (3 years)
Millerbernd Holdings LLC
2023 - Present (3 years)
MWM Wealth Advisory, LLC
2017 - Present (9 years)
Harbour Investments, Inc
2017 - 2021 (4 years)
Rivercrest Financial Group Llc
2009 - 2023 (14 years)
Hogan, Millerbernd & Assoc.
2009 - 2016 (7 years)
Millerbernd Wealth Management
2009 - Present (17 years)
VOYA Financial Advisors
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
Series 63
Minnetrista, MN
Harrison Capital Management LLC
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 66
Eden Prairie, MN
Trustmerit Capital
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