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John B
Series 65
Minneapolis, MN
Bernstein Financial Advisory
John Bernstein is the sole advisor at Bernstein Financial Advisory in Minneapolis, MN, holding a Series 65 credential with seven years of industry experience. He founded and has operated the firm since 2019, with a prior three-year period away from the industry. Bernstein Financial Advisory provides portfolio management and financial planning services tailored to individuals, high-net-worth clients, entrepreneurs, small business owners, charitable organizations, and other business entities. The firm employs fundamental analysis, long-term purchase strategies, and option writing, offering both discretionary and non-discretionary account management, as well as free public educational seminars and workshops.
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