Benjamin Robert Bernard

Current Employers

Employment History

• 03/2014 → 12/2019
  Triad Advisors, Inc.
  Norcross, GA
• 12/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 12/2025
  Osaic Wealth, Inc.
  Mankato, MN
• 12/2025 → Present
  Ascent Advisors Llc
  Mankato, MN

Previous Registrations

• 2024-08-23 → 2025-12-12
  Osaic Wealth, Inc.
  Mankato, MN
• 2014-04-01 → 2024-08-23
  Triad Advisors Llc
  Mankato, MN
  Atlanta, GA
  Mankato, MN
• 2014-01-08 → 2014-04-01
  Cetera Wealth Services, Llc
  Mankato, MN
  St James, MN

Other Businesses

1) OTHER INSURANCE SERVICES/SALES;NOT INVESTMENT RELATED;VARIED;INSURANCE SERVICES/SALES;PRODUCER/AGENT;3/2014;50-60 HRS/MONTH;2-3 HRS DURING TRADING;SOLICIT GROUP BENEIFTS,HEALTH,LIFE,LTC,ETC 2) ASCENT ADVISORS POSITION: Registered Rep NATURE: dba/marketing name for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 1600 Madison Ave, # 103, Mankato MN 56001, United States DESCRIPTION: provide investment, financial planning advice, portfolio management, service accounts and hold client meetings 3)Insurance producer; investment related;1600 Madison Ave, Suite 103,Mankato,MN 56001;fixed insurance products, term; life insurance sales;1/1/2020;75 hrs/month;3 hrs during trading; reach out to life insurance referrals that are referred to Ascent 4) FIXED INSURANCE POSITION: PRODUCER/AGENT NATURE: VARIED INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 03/01/2014 ADDRESS: 1600 Madison Ave #103, Mankato MN 56001, United States DESCRIPTION: Call Life Insurance referrals

Exams

• S66 Uniform Combined State Law Examination
  2008-02-16