Nathan Millerbernd
Nathan Millerbernd is a registered investment advisor at Mwm Wealth Advisory, LLC, based in Plymouth, MN, with 26 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 200 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWM Wealth Advisory offers investment management services through a bundled fee program. The client pays one fee to MWM which includes MWM’s Management Fee and the transaction costs associated with the transactions. Details for these services are detailed in Form ADV2A, Appendix 1.
Location
18200 45th Ave North, Suite 100A, Plymouth, MN, 55446
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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
Nathan owns Millerbernd Wealth Management, where he sells fixed insurance products and financial services, dedicating full-time hours. He also co-owns Millerbernd Holdings LLC, owns Greenfield Harvest LLC (farmland), and N8 Vacation Properties LLC, spending minimal time on each.
Employment History
Current Registrations
Mwm Wealth Advisory, LLC
Previous Registrations
Harbour Investments, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Harbour Investments, INC.Broker
Financial Network Investment CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.