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Erin Robert Berns

Northrock Partners, LLC

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About Erin Robert Berns

Erin Berns is a registered Investment Advisor Representative with Northrock Partners, LLC. Erin has been in the financial services industry since August 2014. Erin holds a Series 65 license. Erin has been registered with Northrock Partners, LLC since December 2016. Erin is also a co-owner with his wife of Suits Coffee, a coffee bean roasting business venture that supplies restaurants and shops in Alexandria, MN. Erin is a board member of the Alexandria Community College Foundation and maintains a current Minnesota insurance license for Accident & Health and Life. Northrock Partners, LLC has offices in Alexandria, MN and Minneapolis, MN. Erin has experience providing portfolio management for individuals and businesses. Erin is also a financial planner and provides educational seminars.

Firm Information

Erin Berns is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erin Berns’s Registration & Firm History

MN

01/10/2023 - Present

Northrock Partners, LLC (Alexandria MN)

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Licenses & Designations

IA

Issued 03/25/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Robert Berns.
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