Eric - Bernal
Investment adviser representative at Johnson Wealth Inc.
22 yearsExperience
1 stateRegistered in
$10.3BFirm assets
23 yearsFirm in business
Are you Eric - Bernal? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Johnson Wealth Inc.Aug 2018 to now
- Johnson BankMay 2018 to now
- Oak Creek-franklin School DistrictJan 2017 to May 2018
- Charles Schwab BankFeb 2005 to May 2018
- Charles Schwab & Co., Inc.Mar 2004 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (WI).
Johnson Wealth Inc.
$10.3BAssets managed
2,412Clients
72Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4201389
- Firm CRD
- 125557