RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
7yrs
John Bernstein
Financial advisor at Bernstein Financial Advisory
John Bernstein is a fiduciary financial advisor in Minneapolis, Minnesota, with 7 years in the industry. John joined Bernstein Financial Advisory in 2019, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets and hourly fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeMinneapolis, MN
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.58 million
States licensed ?2 states
Services through Bernstein Financial Advisory
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowBernstein Financial AdvisoryCurrent firm
Contact John
(612) 315-9950Bernstein Financial Advisory main office Minneapolis, MNOffice · Get directions Firm websitewww.bernsteinfinance.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Bernstein Financial Advisory at (612) 315-9950 and ask for John Bernstein. John works from the Minneapolis, MN office.
How long has John been a financial advisor?
John has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Bernstein Financial Advisory reports being paid by a percentage of the assets they manage, hourly fees. Ask John 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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