Robert W. Baird & Co.
44yrs
Top advisor by experience in Racine
26yrs
Eric Bernal has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Racine, Wisconsin. After ten years at Charles Schwab & CO. and two years at Strong Capital Management, Eric joined Johnson Wealth in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Johnson Wealth reports being paid through a percentage of assets and flat fees.
One of 66 advisors with offices in Racine, and one of 56 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience at Johnson Wealth
Office555 Main Street, Racine, WI 53403
FirmJohnson Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.75 million
Advisors at the firm72
States licensed ?1 state
Services through Johnson Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowJohnson Wealth Inc.Current firm
- 2008 – 2018Charles Schwab & CO., Inc.Previously
- May 2002 – Feb 2004Strong Capital Management Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (262) 619-2800 or the Johnson Wealth main office at (414) 291-4500, and ask for Eric Bernal.
How long has Eric been a financial advisor?
Eric has been in the industry since 2000, about 26 years. Top 21% by experience at Johnson Wealth.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Johnson Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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