Nathan David Millerbernd

Employer firm

Mwm Wealth Advisory, LLC CRD 287705

$140M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 06/2023
  Rivercrest Financial Group Llc
  Plymouth, MN
• 04/2009 → Present
  Millerbernd Wealth Management
  Hanover, MN
• 07/2009 → 12/2016
  Hogan, Millerbernd & Assoc.
  Plymouth, MN
• 11/2005 → 05/2017
  Voya Financial Advisors
  Plymouth, MN
• 05/2017 → 12/2021
  Harbour Investments, Inc
  Madison, WI
• 05/2017 → Present
  Mwm Wealth Advisory, Llc
  Plymouth, MN
• 06/2023 → Present
  Millerbernd Holdings Llc
  Plymouth, MN
• 07/2023 → Present
  Greenfield Harvest, Llc
  Greenfield, MN
• 07/2024 → Present
  N8 Vacation Properties, Llc
  Plymouth, MN

Previous Registrations

• 2014-01-30 → 2017-05-08
  Voya Financial Advisors, Inc.
  Plymouth, MN
  Brooklyn Park, MN
  Howard Lake, MN
  Plymouth, MN
  Plymouth, MN

Other Businesses

1)MILLERBERND WEALTH MANAGEMENT,YES,Plymouth, MN 55341,DBA,OWNER,04/24/2009,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS AND FINANCIAL SERVICES. 2)MILLERBERND HOLDINGS, LLC,YES, PLYMOUTH, MN 55446,HOLDING COMPANY,CO-OWNER,06/2023,NO,0,LLC OWNS BUILDING WHERE REPRESENTATIVE WORKS.; 3)Greenfield Harvest, LLC, NO, Greenfield, MN ,FARM LAND, OWNER,07/2023,4,0,OWN FARM LAND, Lease organization, upgrade land if needed, cover expenses, track leases and pay taxes, prepare documents and statements for tax prep. 4)N8 VACATION PROPERTIES, LLC, YES, PLYMOUTH, MN, OWNER, 07/2024, 4, 0, SCHEDULING CLEANINGS, MAINTENANCE AND MANAGING A RENTAL CALENDAR.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-21
• S63 Uniform Securities Agent State Law Examination
  2000-03-28