Erin Robert Berns
Investment adviser representative at Northrock Partners, LLC
12 yearsExperience
5 statesRegistered in
$12.2BFirm assets
13 yearsFirm in business
Are you Erin Robert Berns? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Northrock Partners, LLCDec 2016 to now
- Lifestage Wealth Management Group LLCAug 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 5 states (CA, IL, MN, TX, WA).
Northrock Partners, LLC
$12.2BAssets managed
4,811Clients
92Advisers
13 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
- 6484001
- Firm CRD
- 167908