Bernadette Herzog
Bernadette Herzog is a registered investment advisor at Cetera Investment Advisers LLC, based in North Mankato, MN, with 21 years of industry experience. Bernadette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1455 Lookout Dr, North Mankato, MN, 56003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernadette sells fixed insurance products including life insurance, annuities, and long-term care, dedicating a few hours per week. She also provides accounting, tax preparation, and payroll services, taking about 10-20% of her time, and owns commercial rental property, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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